John McKinnon
Stock Broker | Technology
- Role
- High Net Worth Service Associate at Fidelity Investments
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About John McKinnon
I am a Software Engineer and series 7 certified stock broker.
Experience
High Net Worth Service Associate
Apr 2022 — Present · Denver, CO, US
Strengthened relationships with high net worth clients, assisting with needs such as equity, mutual funds, and options trades. Assisted Financial Consultants with re-allocation of funds within the portfolio to meet clients’ needs. Zero trade errors while performing transactions for clients.
Education
Flatiron School
Computer Software Engineering
2022 — 2023
Bridgewater State University
Bachelors Degree of Sciences, Business Administration and Management, General
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