Nicholas Beis

RVP, Advanced Planning at Fidelity Investments

Role: Rvp, Advanced Planning at Fidelity Investments
Location: Chicago, IL, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

Rvp, Advanced Planning
Fidelity Investments
Apr 2025 — Present

Education

St. Francis High School - Wheaton
High School Diploma
1997 — 2001
Northern Illinois University College of Law
Doctor of Law - JD
2004 — 2007
University of Illinois at Chicago
Bachelor of Science - BS
2001 — 2004

Contact information

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Work email
•••••@fidelity.com
Personal email
•••••@•••••.com
Direct dial
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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

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Experience

Rvp, Advanced Planning

Education

St. Francis High School - Wheaton

Northern Illinois University College of Law

University of Illinois at Chicago

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