Senior Vice President, Wealth Advisor Services Group at Fidelity Investments
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work:
Fidelity Investments since May 2010
Senior Vice President, Wealth Advisor Services Group
SSgA Mar 2003 - Jan 2010
National Sales Director
Delaware Investments, a member of the Macquarie Group Oct 1998 - Mar 2003
Vice President, Regional Consultant
Fidelity Investments Jul 1996 - Sep 1998
Vice President
Federated Investors Jun 1992 - Jul 1996
Marketing Representative
Education:
Carnegie Mellon University 1988 - 1992
B.S., Industrial Management
Skills:
Separately Managed Accounts Series 7 Mutual Funds ETFs 401k Series 63 Series 24