Brian McCullough

Role
Investment Management Consultant at Fidelity Investments
Location
Jacksonville, FL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Investment Management Consultant

    Fidelity Investments

    Sep 2021 — Present

    Engage current Advisory Services clients in Annual Strategic Reviews • Communicate Business Cycle Investment Rationales and Strategic Advisor’s economic outlook to Advisory Services clients. • Provide Planning and Guidance to Advisory Services clients to ensure they achieve their long-term financial goals • Partner with Managed Accounts clients to help create holistic financial plans

Skills

  • Pharmaceutical Sales
  • Account Management
  • Management
  • Marketing
  • Cardiology
  • New Business Development
  • Cold Calling
  • Market Planning
  • Negotiation
  • Customer Service
  • Selling
  • Sales
  • Profit

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