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Anthony Fallahi - A Data Analytics

Anthony Fallahi is a customer advocate who has led initiatives to address product gaps and pain points, improve SLA delivery, and promote diversity and inclusion initiatives. He has served as a mentor and trainer for new team members and has led L&D efforts to teach field teams how to discuss financial wellness and position firm products and services appropriately.

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Anthony Fallahi - A Data Analytics

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  1. ANTHONY FALLAHI A DATA ANALYTICS

  2. AN EXPERIENCED SALES LEADER Anthony Fallahi is an experienced Sales Leader, Client Partner, and Advocate with a proven track record of success in Financial Services, Compliance, Regulation, Technology, Employee Engagement and Retention, Financial Wellness, Sales, and Benefits Strategy.

  3. AN ADVOCATE As a customer advocate, Anthony led initiatives to address product gaps and pain points, improve SLA delivery, and promote diversity and inclusion initiatives, reflecting his commitment to improving outcomes for clients and colleagues alike.Anthony Fallahi served as Vice President, Planning & Engagement Consultant at Fidelity Investments from 2017 to 2021.

  4. A CERTIFIED FINANCIAL PLANNER Anthony Fallahi is a certified financial planner and program management professional. He has extensive public speaking experience and is skilled in quality assurance evaluation, budgeting and resource management, data analytics, and ERISA regulatory and compliance expertise.

  5. PROGRAM MANAGEMENT PROFESSIONAL With over 20 years of experience in the financial services industry, Anthony Fallahi is a certified financial planner and program management professional. As a guest lecturer at Baylor University since 2018, Anthony Fallahi develops and facilitates executive communications and presentation skills classes for MBA students.

  6. A BACHELOR'S DEGREE IN FINANCE As a guest lecturer at Baylor University since 2018, Anthony Fallahi develops and facilitates executive communications and presentation skills classes for MBA students. He is a graduate of the university with an MBA and has also earned a bachelor's degree in finance from the University of Utah.

  7. VISIT TO KNOW MORE https://issuu.com/anthonyfallahi https://www.crunchbase.com/person/anthony- fallahi https://speakerhub.com/speaker/anthony-fallahi https://www.behance.net/anthonyfallahi

  8. THANK YOU ANTHONY FALLAHI

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