Sean Lafferty

Financial Consultant at Fidelity Investments

Role: Financial Consultant at Fidelity Investments
Location: Columbus, OH, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Financial Consultant
Fidelity Investments
Oct 2024 — Present

Education

Ohio University
Bachelor of Business Administration (BBA)
2008 — 2012

Skills

Time Management
Public Speaking
Mutual Funds
C#
Fixed Annuities
Customer Service
Facebook
Strategic Planning
Finance
Event Planning
Network Administration
Marketing
Sql
Insurance
Photoshop
Access
Investments
Leadership
Microsoft Office
Sales
Social Media
Retirement Planning
Financial Services
Management
Business Development
Consulting
Microsoft Word
Team Leadership
Marketing Strategy
Social Media Marketing
Microsoft Excel
Powerpoint
Microsoft Access
Microsoft Powerpoint
Data Analysis
Account Management

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

Financial Consultant

Education

Ohio University

Skills

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