Michael Burke
Investment Management Consultant Ii @Fidelity Investments
Denver, CO, US
EMAILS
MOBILE NUMBERS
+17•••••••80
Signup · Get unlimited contacts
WORK HISTORY
Jan 2023 — Present
Investment Management Consultant Ii @Fidelity Investments
View department →
Denver, CO, US
Adjust portfolio risk/investment allocation for Wealth Management clients to ensure it aligns with their goals, timeframe, financial health, and risk tolerance.
EDUCATION
2009 — 2012
UNIVERSITY OF MASSACHUSETTS
Bachelor of Science, Business Management; Concentration in Finance, Minor in Economics
2006 — 2009
Saint Anselm College
Bachelor of Science (BS), Business Management
SKILLS
SecuritiesPublic SpeakingMutual FundsStart-Up ConsultingCustomer ServiceResearchEquitiesNew Business DevelopmentRetirement PlanningHold Series 7Financial AnalysisHold Series 63Microsoft WordSalesforce.comMicrosoft ExcelPowerpointFixed Income SecuritesNegotiationOptions StrategiesMicrosoft OfficeSales
ABOUT MICHAEL BURKE
Investment Management Consultant II
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.