Brian Self

Client Service Specialist I

Role: Client Service Specialist i at Fidelity Investments
Location: Cleveland, OH, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

Experience

Client Service Specialist i
Fidelity Investments
Jun 2025 — Present

Education

Bowling Green State University
Bachelor's degree
Duke Law School
Juris Doctorate

Skills

Financial Analysis
Financial Risk
Retirement Planning
College Savings Plans
Consulting
Investment Strategies
Retirement Savings
Investments
Investment Advisory
401k

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

Client Service Specialist i

Education

Bowling Green State University

Duke Law School

Skills

Find verified contacts for anyone on LinkedIn