Jeffrey Leonard
Financial Consultant at Fidelity Investments
- Role
- Financial Consultant at Fidelity Investments
- Location
- Everett, MA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jeffrey Leonard
I partner with clients to simplify the wealth management process and execute strategic…
Experience
Financial Consultant
May 2023 — Present · Boston, MA, US
Education
John Cabot University
Business Administration and Management, General
2011 — 2011
Stonehill College
Bachelor of Science in Business Administration
2008 — 2012
Skills
- Life Insurance
- Powerpoint
- Microsoft Excel
- Outlook
- Customer Service
- Microsoft Office
- Photoshop
- Autocad
- Access
- Microsoft Word
- Health Insurance
- Series 63
- Series 66
- Notary Public
- Public Speaking
- Teamwork
- Series 7
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