Greg Nolan

Examiner
DISC Type : sc

Senior Relationship Manager, Vice President at Fidelity Investments

Boston, Massachusetts, United States

Overview

Greg Nolan is a Vice President and Senior Relationship Manager at Fidelity Institutional, where he manages key strategic relationships within the firms insurance segment. His extensive career includes prior roles at Pershing, Merrill Lynch, and Legg Mason. He earned a bachelors degree in accountancy from Bentley University and holds multiple FINRA licenses.

An active alumnus, Greg maintains connections with his alma maters, Bentley University and Catholic Memorial School. He is a listed supporter of his high school, demonstrating a commitment to the community and its institutions.

He is a graduate of the Securities Industry Institute at the Wharton School, University of Pennsylvania.

Personality Overview

Unexpressive

Process Oriented

Late Adopter

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  Being observant comes to them naturally. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Institutional Wealth
He works in Fidelity's Institutional Wealth Management Services, focusing on providing investment, technology, and platform solutions to clients.
Client Relationship Management
His career is built on managing key client relationships at major financial firms, including Fidelity, Pershing, and Merrill Lynch.
Insurance Sector Finance
In his current role, he has overall responsibility for strategic relationships and provides consultative guidance within the insurance industry.

Media Appearances

Nolan Financial Radio – Podcast Show (hosted by Greg Nolan, Senior Relationship Manager, Vice President at Fidelity Investments). Featured in Apple Podcasts

See Now

Work History

7-2014
Senior Relationship Manager, Vice President at Fidelity Investments
2-2002 - 7-2014
Director at Pershing, a BNY Mellon company

Education

Education details unavailable from Bentley University
Education details unavailable from Catholic Memorial School

More Information

Social Presence :

Prographics :

Exp : 24 Location : Boston, Massachusetts, United States Job Level : Leadership Designation : Senior Relationship Manager, Vice President at Fidelity Investments
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Insights For Selling To Greg

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Be firm in your communication and stay in control

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Greg is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Greg

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Greg move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Greg take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Greg

Personality Compatibility


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