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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