Catherine Leonardo

Field Deployment & Communications

Role: Field Deployment & Communications at Fidelity Investments
Location: Roanoke, TX, US
LinkedIn followers: 500 followers

About Catherine Leonardo

Experienced Investment Manager with a demonstrated history of working in the financial services industry. Strong finance professional skilled in Retirement Planning, Series 24, Mutual Funds, Securities Regulation, and Trading.

Experience

Field Deployment & Communications
Fidelity Investments
Jun 2023 — Present · Westlake, TX, US

Skills

Series 7
Series 63
Asset Allocation
Mutual Funds
401k
Investments
Series 24
Retirement Planning

Contact information

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Work email
•••••@fidelity.com
Personal email
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Current company

Fidelity Investments

Financial Services · 85K employees · Founded 1946 · Boston, Massachusetts, United States

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

fidelity.com

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