Kimberly Rosati

Vice President, Wealth Management @Fidelity Investments

San Francisco, CA, US
EMAILS
k••••••••@fidelity.com
MOBILE NUMBERS
+14•••••••95

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WORK HISTORY

Jan 2020 — Present

Vice President, Wealth Management @Fidelity Investments

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SKILLS

Financial PlanningFinanceWealth ManagementAsset ProtectionAsset ManagementTaxWealth Management ServicesIrasInvestment StrategiesWealthFinancial AdvisoryEstate LawSecurities RegulationRetirement PlanningInvestment AdvisoryEstate PlanningTrusts

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