Richard Koerner
CIMA® - Senior Vice President, Sector | ETF Investments Sales Manager - Fidelity Institutional Asset Management
Rich Koerner is senior vice president, sector & ETF sales manager at Fidelity Institutional Asset Management® (FIAM®), Fidelity Investments’ distribution and client service organization dedicated to meeting the needs of consultants and institutional investors, such as defined benefit and defined contribution plans, endowments, and financial advisors. Mr. Koerner leads Fidelity’s ETF business development team and the product specialist team for sectors and ETFs. These teams collaborate with Fidelity’s investment management, product development, relationship management and distribution teams to educate advisors and their clients that are seeking to increase sales, retain assets, and identify opportunities to build long-term relationships. Prior to assuming his current position, Mr. Koerner was a senior vice president in FIAM’s Wealth Advisor Services group. Before returning to Fidelity in 2010, he served as the national sales manager at State Street Global Advisors (SSgA), where he was responsible for managing the regional consultant team. In this role, Mr. Koerner and his team worked with financial advisors in the national and regional broker-dealer channel representing ETFs, mutual funds, and separate accounts. Previously, Mr. Koerner was a vice president at Delaware Investments, where he presented and distributed separate accounts strategies, mutual funds, and 401(k) plans to financial consultants in the wirehouse and regional broker-dealer channels. From 1996 to 1998 Mr. Koerner worked with corporate and insurance clients in Fidelity’s Cash and Liquidity Management team. He has been in the financial industry since 1992. Mr. Koerner earned his bachelor of science degree in industrial management from Carnegie Mellon University. He is also a Certified Investment Management Analyst (CIMA), a Chartered Mutual Fund Counselor (CMFC) charterholder, and holds the Financial Industry Regulatory Authority (FINRA) Series 7, 24, and 63 registrations.
CIMA® - Senior Vice President, Sector | ETF Investments Sales Manager - Fidelity Institutional Asset Management
Rich Koerner is senior vice president, sector & ETF sales manager at Fidelity Institutional Asset Management® (FIAM®), Fidelity Investments’ distribution and client service organization dedicated to meeting the needs of consultants and institutional investors, such as defined benefit and defined contribution plans, endowments, and financial advisors. Mr. Koerner leads Fidelity’s ETF business development team and the product specialist team for sectors and ETFs. These teams collaborate with Fidelity’s investment management, product development, relationship management and distribution teams to educate advisors and their clients that are seeking to increase sales, retain assets, and identify opportunities to build long-term relationships. Prior to assuming his current position, Mr. Koerner was a senior vice president in FIAM’s Wealth Advisor Services group. Before returning to Fidelity in 2010, he served as the national sales manager at State Street Global Advisors (SSgA), where he was responsible for managing the regional consultant team. In this role, Mr. Koerner and his team worked with financial advisors in the national and regional broker-dealer channel representing ETFs, mutual funds, and separate accounts. Previously, Mr. Koerner was a vice president at Delaware Investments, where he presented and distributed separate accounts strategies, mutual funds, and 401(k) plans to financial consultants in the wirehouse and regional broker-dealer channels. From 1996 to 1998 Mr. Koerner worked with corporate and insurance clients in Fidelity’s Cash and Liquidity Management team. He has been in the financial industry since 1992. Mr. Koerner earned his bachelor of science degree in industrial management from Carnegie Mellon University. He is also a Certified Investment Management Analyst (CIMA), a Chartered Mutual Fund Counselor (CMFC) charterholder, and holds the Financial Industry Regulatory Authority (FINRA) Series 7, 24, and 63 registrations.
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