Bernie Wesselman

Finance Professional at Fidelity Investments

Role: Workplace Associate at Fidelity Investments
Location: Independence, KY, US
LinkedIn followers: 500 followers

OperationsView LinkedIn profile

About Bernie Wesselman

With experience in corporate, public accounting and third-party administration settings…

Experience

Workplace Associate
Fidelity Investments
Jun 2025 — Present

Skills

Mutual Funds
Erisa
Qualified Retirement Plans
Financial Planners
Accounting
General Ledger
Financial Analysis
Investments
Retirement Planning
Budgets
Finance
Defined Contribution
Leadership
Wealth Management
Securities
Employee Benefits
Profit Sharing
Management Consulting
Series 63
Pensions
Health Insurance
Auditing
Insurance
Management
Pension Administration
401k
Retirement Plan Consulting
Financial Services
Financial Statements
Tax
Payroll
Analysis
Retirement
Strategic Financial Planning
Defined Benefit

Contact information

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Work email
•••••@fidelity.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Fidelity Investments

Financial Services · 85K employees · Founded 1946 · Boston, Massachusetts, United States

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

fidelity.com

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About Bernie Wesselman

Experience

Workplace Associate

Skills

Find verified contacts for anyone on LinkedIn