Brad Cotner

Financial Services Representative

Role: Financial Services Representative at Fidelity Investments
Location: Los Angeles, CA, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

About Brad Cotner

Finance Associate with 8+ years of experience in delivering financial analysis and planning while supporting key business operations for global companies. Data-driven professional skilled at analyzing complex data sets and frameworks. Monitors governance for Investment Lifecycle Management (ILM), Financial Portfolios, and deliverables as needed. Strategic leader at developing teams and liaising with key stakeholders while delivering continuous improvements to models, analytical frameworks, and digital advancements.

Experience

Financial Services Representative
Fidelity Investments
Jul 2025 — Present

Contact information

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Work email
•••••@fidelity.com
Personal email
•••••@•••••.com
Direct dial
+15•••••••23

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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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