A DATA ANALYTICS ANTHONY FALLAHI
AN EXPERIENCED SALES LEADER
Anthony Fallahi is an experienced Sales Leader, Client Partner, and Advocate with a proven track record of success in Financial Services, Compliance, Regulation, Technology, Employee Engagement and Retention, Financial Wellness, Sales, and Benefits Strategy.
AN ADVOCATE
As a customer advocate, Anthony led initiatives to address product gaps and pain points, improve SLA delivery, and promote diversity and inclusion initiatives, reflecting his commitment to improving outcomes for clients and colleagues alike.Anthony Fallahi served as Vice President, Planning & Engagement Consultant at Fidelity Investments from 2017 to 2021.
A CERTIFIED FINANCIAL PLANNER
Anthony Fallahi is a certified financial planner and program management professional. He has extensive public speaking experience and is skilled in quality assurance evaluation, budgeting and resource management, data analytics, and ERISA regulatory and compliance expertise.
PROGRAM MANAGEMENT PROFESSIONAL
With over 20 years of experience in the financial services industry, Anthony Fallahi is a certified financial planner and program management professional. As a guest lecturer at Baylor University since 2018, Anthony Fallahi develops and facilitates executive communications and presentation skills classes for MBA students.
A BACHELOR'S DEGREE IN FINANCE
As a guest lecturer at Baylor University since 2018, Anthony Fallahi develops and facilitates executive communications and presentation skills classes for MBA students. He is a graduate of the university with an MBA and has also earned a bachelor's degree in finance from the University of Utah.
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