Glenn L.

Managed Account Support Team, Wealth Transition Services at Fidelity Investments

Role: Managed Account Support Team Wealth Transition Services at Fidelity Investments
Location: Miami, FL, US
LinkedIn followers: 500 followers

OperationsView LinkedIn profile

Experience

Managed Account Support Team Wealth Transition Services
Fidelity Investments
Sep 2024 — Present · US

Skills

Team Leadership
Organizational Effectiveness
Time Management
Visual Merchandising
Cost Control
Project Management
Workload Automation
Strategic Planning
Customer Serive Management and Retention Strategies
Highly Detail Oriented
Target Marketing
Inventory Control
Operations Management
Competitive Analysis
Data Analysis
Team Building

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@fidelity.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

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

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Experience

Managed Account Support Team Wealth Transition Services

Skills

Find verified contacts for anyone on LinkedIn