Tom Decristofaro

Workplace Financial Consultant at Fidelity Investments

Role: Workplace Financial Consultant at Fidelity Investments
Location: Sacramento, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Tom Decristofaro

Experienced Branch Sales Manager with a demonstrated history of working in the financial…

Experience

Workplace Financial Consultant
Fidelity Investments
Oct 2019 — Present · Sacramento, CA, US

Skills

Insurance
Series 24
Investments
Asset Management
Financial Services
Relationship Management
Options
Microsoft Excel
Etfs
Sales
Recruiting
Public Seminars
Wealth Management
New Business Development
Operations Management
Customer Service Training
Customer Service
Process Improvement
Equities
Series 66
Banking
Mutual Funds
Risk Management
Stocks
Customer Service Management
Sales Management
Iras
Retirement Planning
Finra
Financial Planning
Series 7
Trading
Quality Management
Securities
Public Speaking
Portfolio Management
Team Building
Management
Series 4
Retirement

Contact information

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Work email
t••••••••@fmr.com
Personal email
•••••@•••••.com
Direct dial
+12•••••••87

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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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