Dominique Davis
National Planning Consultant @Fidelity Investments
Tempe, AZ, US
EMAILS
d••••••••@fidelity.com
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Aug 2022 — Present
National Planning Consultant @Fidelity Investments
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EDUCATION
2016 — 2016
Kaplan University
Series 7, Finance, General
2011 — 2011
College of Financial Planning
Registered ParaPlanner, Financial Planning and Services
2013 — 2013
Kaplan University
Series 65, Financial Planning and Services
2013 — 2015
College of Financial Planning
College of Financial Planning, Certified Financial Planner
2004 — 2008
University of Cincinnati Carl H. Lindner College of Business
Bachelor of Business Administration (BBA), Marketing and International Business
1999 — 2004
Centerville High School
Health and Medical Administrative Services
SKILLS
Salesforce.comQuarterly ReportingSocial NetworkingSocial MediaInvestmentsPersonal BudgetingMarketingTrack & FieldEtfsQuarterly ReviewsCrm SystemsEvent PlanningFinancial AnalysisFinancial ReportingFinancelogixPersonal Financial PlanningRunningMutual FundsFinancial PlannersLifestyle PlanningStrategic Financial PlanningCoachingFinancial Markets
ABOUT DOMINIQUE DAVIS
MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance…
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