Amanda Albert

Private Wealth Management Planning Consultant

Role
Private Wealth Management Planning Consultant at Fidelity Investments
Location
Boston, MA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Private Wealth Management Planning Consultant

    Fidelity Investments

    Sep 2019 — Present · Boston, MA, US

Skills

  • Series 63
  • Time Management
  • Notary Public
  • Hospitality
  • Microsoft Office
  • Sales
  • Leadership
  • Events Coordination
  • Event Management
  • Sales Management
  • Corporate Events
  • Event Planning
  • Series 66
  • Series 7
  • Customer Service

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Amanda Albert — Private Wealth Management Planning Consultant at Fidelity Investments in Boston, MA, US | Unifers