Brian Kallenberg
Team Leader @Fidelity Investments
Abington, MA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Sep 2021 — Present
Team Leader @Fidelity Investments
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EDUCATION
2001 — 2005
Bentley University
Bachelors, Economics Finance
N/A
Bryant University
Financial planning
2001 — 2001
University College Dublin
Economics Finance
SKILLS
Series 7Credit AnalysisCross SellingFinancial ServicesPortfolio ManagementLoansConsumer LendingFinancial AnalysisSeries 63Relationship ManagementBankingMortgage LendingRetail BankingInvestmentsSeries 6CreditWealth ManagementLoan OriginationCommercial BankingSmall Business Lending
ABOUT BRIAN KALLENBERG
Motivated wealth professional with over 10 years of Wealth Management experience working…
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