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.

1. A DATA ANALYTICS
ANTHONY FALLAHI

2. 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.

3. 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.

4. 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.

5. 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.

6. 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.

7. VISIT TO KNOW MORE
https://issuu.com/anthonyfallahi
https://www.crunchbase.com/person/anthony-
fallahi
https://speakerhub.com/speaker/anthony-fallahi
https://www.behance.net/anthonyfallahi

8. THANK YOU
ANTHONY FALLAHI