Mac Mitchell
Life Events Consultant II at Fidelity Investments
- Role
- Life Events Consultant Ii at Fidelity Investments
- Location
- Jacksonville, FL, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Mac Mitchell
Engaging and relationship-driven retirement planner, specializing in 401k saving and investment guidance. Series 9/10, 7, 63, and 66 licensed.
Experience
Life Events Consultant Ii
Sep 2025 — Present
I serve our clients as a case manager for account re-registrations, and transfers resulting from notable life events.
Education
Clemson University
Bachelor of Business Administration (BBA), Marketing
2000 — 2004
Skills
- Hospitality
- Photography
- Leadership
- Microsoft Office
- Sales
- Customer Service
- Office Administration
- Social Media Marketing
- Photojournalism
- Inventory Management
- Social Media
- Marketing
- Front Office
- Public Relations
- Management
- Hospitality Management
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