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Rachael Van Remortel

Regional Vice President, Relationship... at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Fidelity Investments</span>
Intro Book
Rachael Malatesta — Regional Vice President, Relationship Management, Fidelity Institutional Wealth Management Services at Fidelity Investments in Bonita, CA, US (Investment Management)
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Location
Boston, Massachusetts, United States, US
Skills
  • Mutual Funds
  • Strategy
  • Sales
  • Management
  • Business Development
  • Show all
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Bio

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I’m Rachael Van Remortel, based in Boston, and I bring over 20 years of experience in the financial services industry. Currently, I serve as the Regional Vice President of Relationship Management at Fidelity Investments, where I leverage my expertise in sales, management, and business development. My previous roles include Director of Marketing & Business Development at Cerulli Associates, where I managed global marketing and PR strategies for nearly a decade. I hold an MBA in Management from Boston University, along with a BS in Finance from The George Washington University. Additionally, I've completed a Leadership and Management certificate from the University of Virginia Darden School of Business. I am proficient in mutual funds, financial analysis, and various aspects of marketing management.

Credentials

  • Executive IQ Program – Alumni
    Money Management Institute
    Jun, 2022
    - May, 2026
  • Executive IQ: Capstone Innovation Project
    Money Management Institute
    Jun, 2022
    - May, 2026
  • Microsoft Artificial Intelligence Industry Leader Certification
    Microsoft
    Dec, 2021
    - May, 2026
  • Executive IQ Participant
    Money Management Institute
    Apr, 2021
    - May, 2026

Experience

  • Fidelity Investments
    • Regional Vice President, Relationship Management, Fidelity Institutional Weal...
  • Fidelity Investments
    • Boston
    • Regional Vice President, Relationship Management, Fidelity Institutional Weal...
      • Apr 2015 - Present
      • Boston
  • Cerulli Associates
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director, Marketing & Business Development
      • Sep 2005 - Apr 2015

      Manage firm's global marketing, PR, social media, contact database administration, product distribution, and sales and account management functions.

    • Associate Director, Marketing & Business Development
      • Sep 2003 - Sep 2005

    • Senior Analyst
      • Sep 2000 - Sep 2003

      Intermediary practice. Author of The State of the Bank Brokerage Industry and Financial Planning: Trends in Advice Delivery.

  • Fidelity Investments
    • Manager
      • 1997 - 2000

      Manage the correspondent clearing firm's proprietary 401(k) product, platform, sales, and service.

  • John Hancock Funds
    • Regional Director
      • 1992 - 1997

      Responsible for selling proprietary 401(k) product in 7 midwest states. Worked closely with territories 4+ mutual fund wholesalers.

Education

  • 2021 - 2022
    University of Virginia Darden School of Business
  • Boston University
  • Boston University
  • The George Washington University
  • The George Washington University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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