Saketh Bhanu Vuppalapati
Financial Services Associate (Defined Contribution 401k Plans) @Fidelity Investments
Providence, RI, US
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MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jun 2025 — Present
Financial Services Associate (Defined Contribution 401k Plans) @Fidelity Investments
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Smithfield, RI, US
Assist customers/clients in confidently managing their financial journeys and achieving their personal financial goals, including understanding their 401(k) plans and making informed financial | Withdrawals | Loans | Money Movement
EDUCATION
N/A
B. M. S. College of Engineering
Bachelor's degree
N/A
Corporate Finance Institute® (CFI)
Financial Modeling & Valuation Analyst
N/A
University of Massachusetts Boston Honors College
Master of Science: Finance
N/A
Chartered Financial Analyst [CFA] Institute
CFA Charter
ABOUT SAKETH BHANU VUPPALAPATI
A Client-Focused Wealth Management Professional and a Level 3 Candidate in the CFA…
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