Donnie Poe
Director Of Product Management, Unified Managed Accounts/Unified Managed Households @ Fidelity Investments
About Donnie Poe
Donnie Poe serves as the Director of Product Management for Unified Managed Accounts and Unified Managed Households at Fidelity Investments, where he has worked since 2020. With over a decade of experience in high net worth relationship management, he specializes in tax-smart investing strategies and has extensive knowledge of Fidelity's managed accounts products.