Crissel Lopez
Financial Consultant at Fidelity Investments
- Role
- Financial Consultant at Fidelity Investments
- Location
- New Haven, CT, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Financial Consultant
Aug 2020 — Present · New Haven, CT, US
Education
The University of Connecticut School of Business
Bachelor's Degree
1991 — 1995
University of Connecticut
Bachelor's degree
1991 — 1995
Skills
- Investments
- Business Development
- Wealth Management
- Employee Benefits
- Retirement Planning
- Series 63
- 401k
- Relationship Management
- Variable Annuities
- Financial Planning
- Retirement
- Asset Allocation
- Mutual Funds
- Public Speaking
- Financial Services
- Leadership
- Series 7
- Fixed Annuities
- Series 6
- Insurance
- Financial Advisory
- Sales
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