Position:
Director, Retirement Income at Fidelity Investments
Work:
Fidelity Investments
since Jul 2011
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Director, Retirement Income
Fidelity Investments
May 2007 - Jul 2011
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Account Executive
Fidelity Investments
Mar 2006 - May 2007
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Investment Representative
Fidelity Investments
May 2005 - Mar 2006
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Financial Representative
Fidelity Investments
Mar 2004 - May 2005
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Senior Client Services Specialist
Boston Financial Data Services
Dec 2002 - Mar 2004
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Client Services Specialist II
Education:
Boston University - School of Management 2009 - 2010
MSIM, Investment Management/CFA
College of the Holy Cross 1998 - 2002
Bachelor of Arts (B.A.), Economics
Coyle & Cassidy High School 1994 - 1998