Mark McGillivray

Mark McGillivray has a diverse work experience in the financial industry. Mark is currently working at Advisor360° as a Product Implementation Lead. Prior to this, they held multiple roles at Fidelity Investments, including Vice President of Product Development and Strategic Partnerships, Director of Strategic Initiatives, Director of the Open Platform Partner Program, Director of the CRM Center of Excellence, and Senior Project Manager. Mark also worked at State Street Global Advisors as a Vice President of Program Management and at Bank of Boston as a Business Systems Specialist. Mark has expertise in product development, strategic partnerships, program management, CRM implementation, and vendor management.

Mark McGillivray holds a MBA degree from Suffolk University - Sawyer Business School, which they earned from 1991 to 1995. Mark also has a Certificate in Project Management from Boston University, completed in 1998 and 1999. Prior to that, they obtained a BSBA in Computer Information Systems from Suffolk University - Sawyer Business School, studying from 1982 to 1986. In addition to their degrees, Mark McGillivray holds certifications in General Securities Representative (Series 7) and Uniform Securities Agent State Law (Series 63) from FINRA, but the specific dates of obtaining these certifications are not provided.