Vice President Financial Consultant@ Fidelity Investments
Spring, Texas, United States
Adam O'Kelley, CFP®
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Texas A&M University
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FlashIntel GPTAdam O'Kelley, CFP(r) is a Vice President and Financial Consultant at Fidelity Investments with 18.5 years of experience. He has worked at Fidelity Investments in various roles, including Vice President and Financial Consultant, in the Finance department and Investment Consultant. Prior to that, he worked as a Financial Representative at Fidelity Investments. Adam O'Kelley, CFP(r) is based in Spring, Texas, United States.
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About
Vice President, Financial Consultant at Fidelity Investments
Work Experience
Vice President, Financial Consultant
Vice President Financial Consultant
Investment Consultant
Financial Representative
Financial Services
Adam O'Kelley, CFP®'s Professional Milestones
- Vice President Financial Consultant (2009-05-01~): Successfully implementing strategic financial initiatives to drive profitability and optimize company performance.
- Financial Representative (2005-05-01~2007-07-01): Facilitating financial understanding and fostering a supportive network of clients to support them.
Education
Certification
Colleagues
John Grdina
Squad Leader Product Owner
Steve Boyd
Director | Cash Product Owner
Anton Vaskovtsev
Product Owner
Laurie Jacques
Product Owner | Product Manager | Agilist | Certified Scrum Master
Brandy Reed
Chief Executive Officer | Business Owner
Other Named Adam O'Kelley, CFP®
Frequently asked questions
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We found 1 Adam O'Kelley, CFP®'s phone numbers
Adam O'Kelley, CFP®'s social media include: Linkedin,
Adam O'Kelley, CFP® works for Fidelity Investments
Adam O'Kelley, CFP®'s role in Fidelity Investments is Vice President Financial Consultant
Adam O'Kelley, CFP® works in the industry of Financial Services
Adam O'Kelley, CFP®'s colleagues are John Grdina,Steve Boyd,Anton Vaskovtsev
Adam O'Kelley, CFP®'s latest job experience is Vice President Financial Consultant at Fidelity Investments
Adam O'Kelley, CFP®'s latest education in Texas A&M University
