Slade Yancy

VP, Financial Consultant at Fidelity Investments

Role: Vice President Financial Consultant at Fidelity Investments
Location: New Haven, CT, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Vice President Financial Consultant
Fidelity Investments
Jan 2024 — Present · New Haven, CT, US

Education

Dickinson College
BA, International Business & Management
2003 — 2007

Skills

Marketing
Licensing
Investments
Project Management
Public Speaking
Leadership
Sales
Data Analysis
Financial Markets
Trading
Data Collection
Business Development
Crm
Finance
Banking
Mutual Funds
Strategic Planning
Analysis
Competitive Analysis
Social Media
Series 7

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

Vice President Financial Consultant

Education

Dickinson College

Skills

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