Inas Alawam

Financial Consultant @Fidelity Investments

Boston, MA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2023 — Present

Financial Consultant @Fidelity Investments

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My team and I take time to understand client’s current situation and future goals. We look at clients picture holistically, identify any blind spots and make recommendations pertaining to retirement planning, tax-efficient investing, equity compensation, investment management and more. My goal is to help clients be at a better spot year to year.

EDUCATION

2014 — 2015

Stanford University

Certificate, Energy Innovation and Emerging Technologies

2006 — 2010

Salem State University

Bachelor of Business Administration - BBA, Marketing and Decision Science

2011 — 2013

Brandeis University

Master's degree, Finance and Economics- Risk Management

ABOUT INAS ALAWAM

Financial Consultant at Fidelity Investments

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Inas Alawam — Financial Consultant at Fidelity Investments in Boston, MA, US | Unifers