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Angela Brady
Director, Relationship Management @Fidelity Investments
Roanoke, TX, US
EMAILS
a••••••••@fidelity.com
MOBILE NUMBERS
+18•••••••00
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WORK HISTORY
Sep 2007 — Present
Director, Relationship Management @Fidelity Investments
Westlake, TX, US
Manage a billion dollar book of business of corporate 401K plans.
EDUCATION
N/A
UNIVERSITY OF WISCONSIN
Bachelor's degree
SKILLS
Series 7Series 63ManagementFinancial Services401kStrategic Financial PlanningRetirement PlanningBankingInvestmentsCreditFinancial AnalysisAsset AllocationRetirementMutual FundsPortfolio Management
ABOUT ANGELA BRADY
I serve as a partner whose integrated workplace offering for 401k, NQ, and HSA helps plan sponsors address their workforce management needs —while providing deep value for their employees.
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