Casey Dumais
Vice President, Financial Consultant at Fidelity Investments
- Role
- Vice President, Financial Consultant at Fidelity Investments
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Vice President, Financial Consultant
Jul 2023 — Present
Education
University of New Hampshire
Master of Business Administration (MBA)
2014
Skills
- Retirement Planning
- Equities
- Retirement
- Series 7
- Financial Services
- Portfolio Management
- Securities
- Asset Management
- Investments
- Mutual Funds
- Fixed Income
- Wealth Management
- Lecturing
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