Fidelity Investments
Vice President, Wealth Management Experience
Fidelity Investments Jul 2015 - Jan 2018
Vice President, Managed Account Client Experience at Fidelity Investments
Fidelity Investments Jul 2011 - Jul 2015
Director, Retirement Income
Fidelity Investments May 2007 - Jul 2011
Account Executive
Fidelity Investments Mar 2006 - May 2007
Investment Representative
Education:
Boston University 2009 - 2010
Master of Science, Masters, Management
College of the Holy Cross 1998 - 2002
Bachelors, Bachelor of Arts, Economics
Coyle & Cassidy High School 1994 - 1998
Skills:
Series 63 Bloomberg Series 7 Equities Mutual Funds