Sarah Martin
Managing Director @Fidelity Investments
San Diego, CA, US
EMAILS
s••••••••@fidelity.com
MOBILE NUMBERS
+18•••••••60
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WORK HISTORY
Mar 2025 — Present
Managing Director @Fidelity Investments
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EDUCATION
2004 — 2006
San Diego State University
Finance, minor in Economics
2022
University of California, Berkeley
CFP
2002 — 2004
Diablo Valley College
Finance, General
SKILLS
Powerpoint DevelopmentFast Typer-70 WpmCoachSeries 9Employee DevelopmentDetail OrientedMicrosoft WordConstructive FeedbackSeries 63Hold Series 7Financial ServicesConsultantPublic SpeakingLeadershipTime ManagementCompassionateCa Insurance LicenseCommunicationMicrosoft ExcelSeries 10Proactive
ABOUT SARAH MARTIN
Have: CERTIFIED FINANCIAL PLANNER™, Series 7, 63, 65, 9, 10 and CA life insurance.
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