Steven Houle
Financial Professional @Fidelity Investments
Naples, FL, US
EMAILS
s••••••••@fidelity.com
MOBILE NUMBERS
+16•••••••74
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WORK HISTORY
May 2011 — Present
Financial Professional @Fidelity Investments
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Naples, FL, US
SKILLS
Financial PlanningSalesMutual FundsSeries 7Microsoft ExcelStrategic Financial PlanningFinancial ServicesRetirement PlanningMicrosoft WordInvestmentsLeadershipManaging FinancesOutlookMarketingFundraisingSeries 63Portfolio ManagementInsuranceMicrosoft OfficeTeam BuildingPowerpointCustomer Service
ABOUT STEVEN HOULE
Vice President, Financial Consultant at Fidelity Investments
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