Josh Lutzker

Regional Director @Fidelity Investments

Davis, CA, US
MOBILE NUMBERS
+15•••••••60

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WORK HISTORY

May 2006 — Present

Regional Director @Fidelity Investments

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Regional Director/Field Wholesaler for Fidelity Institutional Asset Management covering financial professionals in Northern, CA, Utah and Hawaii. Responsible for the dissemination and education of Fidelity Advisor Mutual Funds & SMA\'s (domestic & offshore), Fidelity ETFs, Fidelity ALT Products, Fidelity Index Funds, 401(k), 529, and Charitable Gift products. Spend ample time sharing Fidelity\'s thoughts on the current market environment with clients, including Fidelity\'s key investment themes and investment implications as a result of these viewpoints

ABOUT JOSH LUTZKER

With over 18 years in the financial sector, I am deeply immersed in asset management and…

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Josh Lutzker — Email, Phone Number & Contact Info | Unifers