Full Name
Gwendaline Mazzara
Job Title
Vice President, Senior Business Consultant
Company
Fidelity Investments
Speaker Bio
Gwendaline Mazzara is a vice president and senior business consultant for Institutional Wealth Management Services, which offers wealth management professionals and firms access to the investment, technology, and platform solutions they need to serve their investor clients and grow their businesses. Institutional Wealth Management Services is a part of Fidelity Investments, a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, family offices, and individuals.
In this role, Ms. Mazzara consults with registered investment advisors, multi-family offices, and broker-dealers to identify and implement strategies critical to long-term growth. She also helps advisors explore their options for independence. She is responsible for developing and delivering proprietary practice management programs, including growth marketing, recruiting, and operationalizing digital assets.
Prior to joining Fidelity, Ms. Mazzara served as managing director for a boutique alternative investments market research firm, where she was responsible for building out their European division. She also served as a senior sales executive at SS&C Technologies, selling front-middle-back-office systems to asset managers and hedge funds. She started her career in Silicon Valley, working in both tech start-ups and Fortune 500 consumer product companies, such as Mattel and Sony, growing and managing international sales and overseeing product development, brand development, and marketing.
Ms. Mazzara earned her bachelor of arts degree from Smith College and her master of business administration degree from the University of California, Berkeley. She also holds the Financial Industry Regulatory Authority (FINRA) Series 7 and 63 licenses.
In this role, Ms. Mazzara consults with registered investment advisors, multi-family offices, and broker-dealers to identify and implement strategies critical to long-term growth. She also helps advisors explore their options for independence. She is responsible for developing and delivering proprietary practice management programs, including growth marketing, recruiting, and operationalizing digital assets.
Prior to joining Fidelity, Ms. Mazzara served as managing director for a boutique alternative investments market research firm, where she was responsible for building out their European division. She also served as a senior sales executive at SS&C Technologies, selling front-middle-back-office systems to asset managers and hedge funds. She started her career in Silicon Valley, working in both tech start-ups and Fortune 500 consumer product companies, such as Mattel and Sony, growing and managing international sales and overseeing product development, brand development, and marketing.
Ms. Mazzara earned her bachelor of arts degree from Smith College and her master of business administration degree from the University of California, Berkeley. She also holds the Financial Industry Regulatory Authority (FINRA) Series 7 and 63 licenses.
