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Shivam Sami
Investment Consultant @Fidelity Investments
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WORK HISTORY
Investment Consultant @Fidelity Investments
EDUCATION
California State University-Dominguez Hills
Bachelor of Arts - BA
Golden West College
Associate of Science - AS
ABOUT SHIVAM SAMI
Our team at Fidelity Investments thrived on delivering strategic financial planning services, leveraging my analytical acumen and communication prowess honed at California State University-Dominguez Hills. Specializing in family wealth management, we facilitated tailored solutions that resonated with clients\' unique needs. Previously as a Financial Advisor at Bank of America Merrill Lynch, we cultivated enduring client relationships, fostering trust and financial security. My commitment to excellence and integrated solutions drove business growth, while my multilingual capabilities in Hindi, Spanish, and Urdu broadened client engagement.
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