Barry W. in

Barry W.

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VP, Branch Leader, Wealth Management at Fidelity Investments
📍 New York, New York, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

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Current Role
VP, Branch Leader, Wealth Management
Location
New York, New York, United States
Personality Overview

How Barry shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Barry cares about

Strategic Priorities
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Career

Work history

1-2021
VP, Branch Leader, Wealth Management
Fidelity Investments
5-2020 - 1-2021
Sales Leader, Private Client Advisor Group (East Coast)
TD Ameritrade
8-2017 - 5-2020
Sales Director, East Division
TD Ameritrade
4-2015 - 9-2017
Co-Creator & Sales Leader, Private Client Advisor Group
TD Ameritrade
4-2007 - 7-2010
Private Banker
Wells Fargo
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2020 - 2020
Executive Leadership
Cornell University
2011 - 2012
School of Continuing and Professional Studies
New York University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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