Experience
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Fidelity Investments (6 yrs 2 mos)
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Vice President Branch Leader
Feb 2024 - Present · 2 yrs 5 mos
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Vice President Regional Planning Consultant
Mar 2022 - Feb 2024 · 2 yrs
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Assistant Branch Leader
May 2020 - Mar 2022 · 1 yr 11 mos
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Financial Advisor and Performance Manager at Merrill Lynch
Jul 2011 - Apr 2020 · 8 yrs 10 mos