Steven Fallone

Steven Fallone's email & phone

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VP, Functional Lead - Private Wealth Management at Fidelity Investments|Providence, Rhode Island, United States

Position:

VP, Functional Lead - Private Wealth Management at Fidelity Investments

Location:

Providence, Rhode Island, United States

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Last updated: 2026-04-19
Updated: 2026-04-19

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Work Experience 19 years

VP, Functional Lead - Private Wealth Management at Fidelity Investments

Oct 2022 - Current

Director of Investor Center Capacity & Goal Planning at Fidelity Investments

Jun 2021 - Oct 2022

Senior Finance Director: PI Wealth Management & Digital Planning at Fidelity Investments

Dec 2018 - Jun 2021

Finance Director: Executive Services & Private Wealth Management at Fidelity Investments

Dec 2015 - Dec 2018

Financial Analyst IV: Tax Exempt Market and Executive Services at Fidelity Investments

Nov 2013 - Dec 2015

Financial Analyst III: Personal Investing - Brokerage and Cash Management at Fidelity Investments

Nov 2010 - Nov 2013

Associate Financial Analyst: Personal Investing – Investor Centers at Fidelity Investments

Sep 2007 - Nov 2010

Steven Fallone started working in 2007, then the employee has changed 6 jobs. On average, Steven Fallone works for one company for 2 years 8 months.

Education

Bachelor's degree at University of Rhode Island

Frequently Asked Questions

What is Steven Fallone's email address?

SignalHire found a verified business email address for Steven Fallone: s*******e@fidelity.com.

What is Steven Fallone's phone number?

SignalHire found a verified phone number for Steven Fallone: +1-***-***-3962.

How do I contact Steven Fallone at Fidelity Investments?

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What is Steven Fallone's professional background?

Steven Fallone has 19 years of professional experience. They have held roles including Director of Investor Center Capacity & Goal Planning, Senior Finance Director: PI Wealth Management & Digital Planning, and Finance Director: Executive Services & Private Wealth Management at companies such as Fidelity Investments, Fidelity Investments, and Fidelity Investments. Their education includes Bachelor's degree from University of Rhode Island.

Is Steven Fallone's contact information up to date?

Yes. Steven Fallone's SignalHire profile was last updated on 19 April 2026, reflecting their current position as VP, Functional Lead - Private Wealth Management at Fidelity Investments in Boston, MA, United States.

Other employees at Fidelity Investments

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Company
Position
Thomas Richardson
Investment Solutions Representative
Latha Baliga
Program Manager Process & Continuous Improvement

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