Jonathan F. Cutrupi
Planning Consultant @Fidelity Investments
New York, NY, US
EMAILS
j••••••••@fidelity.com
MOBILE NUMBERS
+17•••••••72
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WORK HISTORY
Dec 2023 — Present
Planning Consultant @Fidelity Investments
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EDUCATION
N/A
Rutgers University
Bachelor of Arts - BA, Economics
N/A
NYU School of Professional Studies
Certificate in Financial Planning
SKILLS
TeamworkTelephone SkillsData AnalysisAnnuity SalesSalesEstate PlanningFixed IncomeRetail SalesMicrosoft PowerpointFacebookFinancial AnalysisRelationship BuildingWealth ManagementBondsPolicy AnalysisMicrosoft OfficeEquity SalesCustomer ServicePortfolio ManagementMicrosoft WordCustomer Relationship Management (Crm)ResearchAccessRetailPowerpointCashieringSocial NetworkingTrustsLeadershipTime ManagementMicrosoft ExcelTeam LeadershipEconomicsPublic PolicyVariable AnnuitiesData EntrySocial MediaStrategic PlanningAccount Management
ABOUT JONATHAN F. CUTRUPI
As a Planning Consultant, I work as part of a wealth management team to help clients in a…
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