vice president wealth planner cfp® at fidelity investments@ Fidelity Investments
Seattle, Washington, United States
Rachel T.
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Imperial College London
Real-Time AI Research
FlashIntel GPT
Tell me more about Rachel T.?
FlashIntel GPTRachel T. is a Wealth Planner with 9.3 years of experience. She is based in Seattle, Washington. Rachel has worked at Fidelity Investments in Boston, Massachusetts, in various roles including Financial Consultant and Vice President of Wealth Planner. Fidelity Investments is a well-established financial services company with a wide range of products and services. Rachel's expertise lies in providing wealth planning and consulting services to individual investors, institutions, and financial advisors.
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Emails and Phone Numbers
Work Experience
vice president wealth planner cfp® at fidelity investments
Wealth Planner
Financial Consultant
Financial Services
Rachel T.'s Professional Milestones
- Financial Consultant (2014-07-01~): Transformed clients' financial plans through strategic advice, driving their growth and improving financial performance.
- Wealth Planner (2022-05-01~): Optimized loan portfolios, increasing profitability and reducing monthly losses.
Education
Certification
Colleagues
John Grdina
Squad Leader Product Owner
Steve Boyd
Director | Cash Product Owner
Melissa Richardson CSPO, CSM, CSP, RSaSP
Product Owner | Software Development Financial Services Business Systems Analysis Relationship Management
Caidi Bolte
Director IT Product Owner | Enterprise Cybersecurity
Deanna Farrugia, Author, PCC, CSC, CIMA
Author, Owner of Perspicacity Coaching and Consulting, VP, Regional Coaching Consultant at Fidelity Investments
Other Named Rachel T.
Frequently asked questions
We found 2 Rachel T.'s email addresses
We found 2 Rachel T.'s phone numbers
Rachel T.'s social media include: Linkedin,
Rachel T. works for Fidelity Investments
Rachel T.'s role in Fidelity Investments is vice president wealth planner cfp® at fidelity investments
Rachel T. works in the industry of Financial Services
Rachel T.'s colleagues are John Grdina,Steve Boyd,Melissa Richardson CSPO, CSM, CSP, RSaSP
Rachel T.'s latest job experience is vice president wealth planner cfp® at fidelity investments at Fidelity Investments
Rachel T.'s latest education in Imperial College London
