Greg Nolan in

Greg Nolan

Login to view DISC.
Senior Relationship Manager, Vice President at Fidelity Investments
📍 Boston, Massachusetts, United States

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.

Read the full overview →
Experience
24 Years
Current Role
Senior Relationship Manager, Vice President
Job Level
Leadership
Location
Boston, Massachusetts, United States
Personality Overview

How Greg 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.

Login to view personality overview.
Priorities

Topics Greg cares 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.
+4 more topics Login to view topics
Career

Work history

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

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
Education
Education details unavailable
Bentley University
Education details unavailable
Catholic Memorial School
Social presence
in
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.

Login to view DISC.

Other Fidelity Investments Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Greg. Free, 10 seconds.