Brian Cahill
Planning Consultant @Fidelity Investments
Littleton, MA, US
EMAILS
b••••••••@fidelity.com
MOBILE NUMBERS
+19•••••••84
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WORK HISTORY
Aug 2024 — Present
Planning Consultant @Fidelity Investments
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Burlington, MA, US
EDUCATION
2016 — 2020
University of Massachusetts Amherst
Bachelor of Business Administration (B.B.A.), Finance
SKILLS
Microsoft PowerpointCustomer ServiceFinancial AccountingMicrosoft OfficeData AnalysisMicrosoft WordMicrosoft ExcelCommunication
ABOUT BRIAN CAHILL
My name is Brian Cahill, and I am a graduate of the Isenberg School of Management at UMass Amherst, holding my BBA in Finance. I currently hold my Series 7 and Series 66 licenses from the Financial Industry Regulatory Authority (FINRA).I have extensive professional experience in financial operations and wealth management, having worked for such industry leaders as Fidelity Investments, State Street, and Kronos.
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