Megan Seiter
Enablement Lead, Advisor & Business Development @Fidelity Investments
Cincinnati, OH, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jul 2024 — Present
Enablement Lead, Advisor & Business Development @Fidelity Investments
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EDUCATION
2003 — 2007
University of Cincinnati Carl H. Lindner College of Business
Bachelor of Science (B.S.), Business
SKILLS
Financial ServicesCustomer ExperienceGreat OrganizerLife InsuranceSales ProcessCfpSiebelTask-OrientedSalesforce.com403bTeamworkMutual Funds401kEnthusiasm to LearnAdobe Creative SuiteCoachingCustomer RetentionLeadershipRetirement SavingsCustomer ServiceRelationship ManagementEmotional IntelligenceSeries 7RetirementWomen InvestorsPhotoshopSeries 66Microsoft OfficeSalesWholesaleEquity CompensationSeries 63InvestmentsMicrosoft ExcelPowerpointMicrosoft WordMedical BillingSelf-StarterHolistic Financial PlanningRetirement Planning
ABOUT MEGAN SEITER
I am a senior enablement and distribution strategist turning ideas into execution at…
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