Brian Kallenberg
Team Leader with Fidelity Investments
- Role
- Team Leader at Fidelity Investments
- Location
- Abington, MA, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
About Brian Kallenberg
Motivated wealth professional with over 10 years of Wealth Management experience working…
Experience
Team Leader
Sep 2021 — Present
Education
Bentley University
Bachelors, Economics Finance
2001 — 2005
Bryant University
Financial planning
University College Dublin
Economics Finance
2001 — 2001
Skills
- Series 7
- Credit Analysis
- Cross Selling
- Financial Services
- Portfolio Management
- Loans
- Consumer Lending
- Financial Analysis
- Series 63
- Relationship Management
- Banking
- Mortgage Lending
- Retail Banking
- Investments
- Series 6
- Credit
- Wealth Management
- Loan Origination
- Commercial Banking
- Small Business Lending
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