Jonathan Lloyd

Financial Consultant at Fidelity Investments

Role
Financial Consultant at Fidelity Investments
Location
Boston, MA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Financial Consultant

    Fidelity Investments

    Jul 2023 — Present · Burlington, MA, US

Education

  • College of the Holy Cross

    B.A.

    2006 — 2010

Skills

  • Account Reconciliation
  • Budgeting
  • Microsoft Office
  • Powerpoint
  • Sec Reporting
  • Management
  • Excel
  • Mutual Funds
  • Equities
  • Financial Analysis
  • Compliance
  • Accounting
  • Hedge Funds

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Jonathan Lloyd — Financial Consultant at Fidelity Investments in Boston, MA, US | Unifers