Beth Fratalia

Wealth Management Planning Consultant at Fidelity Investments

Role: Wealth Management Planning Consultant at Fidelity Investments
Location: Boston, MA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Wealth Management Planning Consultant
Fidelity Investments
Nov 2021 — Present · Boston, MA, US

Education

Northeastern University
Bachelor of Arts (BA)
2007 — 2011
Babson College
Master of Business Administration - MBA
2022 — 2024
Northeastern University
Post-Baccalaureate
2012 — 2014

Skills

Sales
Single Family Homes
Condos
Short Sales
Investment Properties
First Time Home Buyers
Real Estate Transactions
Foreclosures
Relocation
Listings
Residential Homes
Buyer Representation
Sellers

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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Experience

Wealth Management Planning Consultant

Education

Northeastern University

Babson College

Northeastern University

Skills

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