John Odonnell

Vice President, Financial Consultant at Fidelity Investments

Role
Vice President - Financial Consultant at Fidelity Investments
Location
Roswell, GA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About John Odonnell

John is a Financial Consultant with Fidelity’s Personal Investing segment which is a multi-faceted business whose core purpose is to inspire better futures by helping individuals plan and manage their investments and live the life of their dreams.Prior to Fidelity, John was a partner with SignatureFD, a $5 billion dollar RIA that provides comprehensive wealth management advice to high-net-worth individuals and families. Previously, John served as vice president with Fidelity Investments’ Private Client Group, where he managed a large practice dedicated to advising the firm’s largest high-net-worth relationships. He began his wealth management career in 2004 developing personal financial strategies with top-level executives of Fortune 500 companies.Prior to his experience in financial services, John was a business development executive in the technology industry for ten years. During this time, he consulted with organizations ranging from startups to established publicly-held companies on harnessing technology to enhance the client experience and drive operational efficiency. This unique perspective allows John to provide value-added insight to entrepreneurs, small business owners and corporate executives.

Experience

  1. Vice President - Financial Consultant

    Fidelity Investments

    Oct 2022 — Present · Atlanta, GA, US

Education

  • The Wharton School

    Certified Investment Management Analyst®

  • The University of Chicago Booth School of Business

    Certified Private Wealth Advisor®

  • Santa Clara University

    Bachelor of Arts, English Literature

    1994

Skills

  • Strategic Consulting
  • Business Development
  • Investment Management
  • Wealth Management

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John Odonnell — Vice President - Financial Consultant at Fidelity Investments in Roswell, GA, US | Unifers