Matthew White
Private Wealth Management Planning Consultant at Fidelity Investments
- Role
- Private Wealth Management Planning Consultant at Fidelity Investments
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Private Wealth Management Planning Consultant
Sep 2021 — Present · Boston, MA, US
Skills
- Teamwork
- Accountability
- Time Management
- Social Media
- Microsoft Word
- Team Leadership
- Microsoft Office
- Customer Service
- Management
- Microsoft Excel
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