Callie White

Wealth Management Planning Consultant at Fidelity Investments

Role
Private Wealth Management Planning Consultant at Fidelity Investments
Location
Orange, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Callie White

I have been in the Financial Services Industry since 2017. I currently work for Fidelity…

Experience

  1. Private Wealth Management Planning Consultant

    Fidelity Investments

    Sep 2024 — Present · Newport Beach, CA, US

Education

  • Cherry Creek High School

    High School Diploma

    2008 — 2012

  • Colorado State University

    Bachelor of Business Administration (B.B.A.)

    2012 — 2016

  • Universidad Pablo de Olavide

    Semester Abroad

    2015 — 2015

Skills

  • Social Networking
  • Social Media Marketing
  • Microsoft Excel
  • Powerpoint
  • Persuasion
  • Teamwork
  • Print Media
  • Fundraising
  • Social Media
  • Creative
  • Customer Service
  • Microsoft Word
  • Branding
  • Marketing
  • Microsoft Office
  • Public Relations
  • Organization
  • Business Strategy
  • Event Planning
  • Time Management
  • Communication
  • Marketing Communications
  • Public Speaking
  • Leadership
  • Event Management
  • Project Management
  • Digital Marketing
  • Research

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Callie White — Private Wealth Management Planning Consultant at Fidelity Investments in Orange, CA, US | Unifers