Steven Fallone

Steven Fallone: Email & Phone Number

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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.

Their professional focus is Business Analysis, Business Impact Analysis, and Capacity Planning across 3 core areas.

Education

Bachelor's degree at University of Rhode Island

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