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
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
Vice President - Financial Consultant
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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