Fidelity Institutional® Names Rohit Mahna Head of Client Growth

Fidelity Institutional^®, the division of Fidelity Investments^® dedicated to providing technology, solutions and insights to wealth management firms and institutions, announced today that Rohit Mahna has been named Head of Client Growth, effective January 2022.

Mahna joins Fidelity from Salesforce, where he was senior vice president and general manager of the company’s Global Financial Services group since 2016. Mahna will lead the Fidelity Institutional Client Relationship Group, comprised of sales and relationship management teams, and will report to Mike Durbin, president of Fidelity Institutional.

“Rohit joins us at a time when the industry is evolving at an increasingly rapid pace,” said Durbin. “He brings to Fidelity a unique set of skills at the intersection of finance and technology and knowledge of that space which will benefit all of our clients.”

Fidelity Institutional serves 13,500 clients, including wealth management firms and institutions, offering them client-focused expertise, industry-leading financial solutions, and flexible technology. It administers $4.2 trillion in assets and manages $1 trillion in discretionary assets.ⁱ

“I am excited to work with Fidelity Institutional’s clients to help them map their future and grow their businesses,” said Mahna.

Mahna worked at Salesforce for over 10 years, overseeing the company’s global financial services practice spanning sales, marketing, partners, and product. Financial services has grown to be Salesforce’s largest industry practice, and Mahna was also instrumental in the development of Financial Services Cloud, the company’s first industry-specific product.

Before joining Salesforce in 2011, Mahna worked as the financial services industry lead at IBM, a business consultant at Conchango (today Dell EMC), and a business analyst at TD Waterhouse.

About Fidelity Investments

Fidelity’s mission is to inspire better futures and deliver better outcomes for the customers and businesses we serve. With assets under administration of $11.6 trillion, including discretionary assets of $4.4 trillion as of October 31, 2021, we focus on meeting the unique needs of a diverse set of customers: helping more than 40 million people invest their own life savings, 22,000 businesses manage employee benefit programs, as well as providing more than 13,500 wealth management firms and institutions with investment and technology solutions to drive growth. Privately held for 75 years, Fidelity employs more than 55,000 associates who are focused on the long-term success of our customers. For more information about Fidelity Investments, visit https://www.fidelity.com/about-fidelity/our-company.

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Fidelity Institutional® provides investment products through Fidelity Distributors Company LLC; clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Member NYSE, SIPC

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ⁱ As of October 31, 2021.

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