Alex Gelb
Investment Management Consultant Iii @Fidelity Investments
Dallas-Fort Worth, TX, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2021 — Present
Investment Management Consultant Iii @Fidelity Investments
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EDUCATION
1997 — 1999
University of North Texas
MBA
1982 — 1988
The University of Texas at Austin
BA
SKILLS
Asset AllocationMutual FundsPortfolio ManagementRetirement PlanningSeries 7Financial AnalysisInsuranceWealth ManagementInvestment AdvisoryInvestmentsFinancial PlanningFinancial ModelingSales ManagementEstate PlanningInvestment PropertiesInvestment ManagementRetirementStrategic Financial PlanningFinanceCompliance
ABOUT ALEX GELB
MBA and Investment professional with over three decades of portfolio design, compliance…
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