Michael Terzakis

Retail Expense Team

Role: Retail Expense Team at Fidelity Investments
Location: Chelmsford, MA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Michael Terzakis

Experienced Fund Accountant with a demonstrated history of working in the financial…

Experience

Retail Expense Team
Fidelity Investments
Jul 2014 — Present · Merrimack, NH, US

Education

Boston University
Bachelor's degree
1992 — 1993
Babson College
Bachelor of Science
1993 — 1996

Skills

Series 7
Retirement Planning
Banking
Mutual Funds
Investments
Risk Management
Series 63
Estate Planning
Financial Services
Mergers & Acquisitions
Finance
Asset Management
Cash Management
Wealth Management
Financial Analysis
Alternative Investments
Hedge Funds
Portfolio Management
Relationship Management
Management
Investment Advisory
Equities
Strategic Financial Planning
Asset Managment
Bloomberg
Business Planning
Trading
Fixed Income

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.