Bruce van Newkirk

Regional Director @Fidelity Investments

Baltimore, MD, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2023 — Present

Regional Director @Fidelity Investments

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EDUCATION

2000 — 2003

Loyola University Maryland

MBA, Finance

N/A

Loyola University Maryland

Master of Business Administration - MBA, Finance, General

1993 — 1997

Towson University

Bachelors, Finance

SKILLS

Series 7EtfsAsset AllocationSeparately Managed AccountsTradingAlternative InvestmentsMutual FundsSeries 63Wealth ManagementInvestment StrategiesSeries 65Financial AdvisoryInvestment Advisory

ABOUT BRUCE VAN NEWKIRK

Thank you for viewing my profile page on LinkedIn.Bruce Van Newkirk is a regional director for the Intermediary Investment Client Group within Fidelity Institutional® (FI). Fidelity Institutional is a division of Fidelity Investments that offers investment insights, strategies, and solutions, as well as trading services to a wide range of wealth management firms and institutional investors. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Van Newkirk is responsible for the sale of Fidelity mutual funds, ETFs, SMAs, and other Fidelity products through financial institutions, planners, wirehouses, and insurance firms in Maryland and Delaware.

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Bruce van Newkirk — Regional Director at Fidelity Investments in Baltimore, MD, US | Unifers