Kui D.

Financial Consultant at Fidelity Investments

Role: Financial Consultant at Fidelity Investments
Location: San Francisco, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Financial Consultant
Fidelity Investments
Jul 2022 — Present

Education

University
Bachelor of Science - BS
AICPA
CPA certificate education, Accounting and Finance
Yale School of Management
Executive Education, Investment Theory and Practice
Boston University
Certificate, Financial Planning and Services

Skills

Public Speaking
Galileo Crs
Customer Service
Training
Quickbooks
Digital Photography
Account Reconciliation
Marketing
Income Tax
Photography
Wordpress
Adobe Photoshop
Financial Operations
Teamwork
Banking
Microsoft Office
Sales
Blogging
Accounting
Research
Powerpoint
Microsoft Excel
Leadership
Finance
Investments
Salesforce.com
Financial Services
Apollo Computer Reservation System
Meditation
Microsoft Word
Event Planning
Social Media

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@fidelity.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

Current company

Fidelity Investments

Financial Services · 85K employees · Founded 1946 · Boston, Massachusetts, United States

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

fidelity.com

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Experience

Financial Consultant

Education

University

AICPA

Yale School of Management

Boston University

Skills

Find verified contacts for anyone on LinkedIn