Alex Wanerman

Alex Wanerman: Email & Phone Number

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VP, Branch Leader at Fidelity Investments|Newport Beach, California, United States

Position:

VP, Branch Leader at Fidelity Investments

Location:

Newport Beach, California, United States

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Last updated: 2024-03-11
Updated: 2024-03-11

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Work Experience 16 years

VP, Branch Leader at Fidelity Investments

Feb 2024 - Current

Vice President, Regional Planning Consultant at Fidelity Investments

Aug 2018 - Feb 2024

Financial Advisor at UBS

Apr 2017 - Aug 2018

Wealth Planning Analyst at UBS

Apr 2015 - Apr 2017

Sr. National Account Manager at GN Diamond

May 2010 - Apr 2015

Alex Wanerman started working in 2010, then the employee has changed 2 companies and 4 jobs. On average, Alex Wanerman works for one company for 3 years 3 months.

Their professional focus is Business Analysis, Business Owner Exit Planning, and CERTIFIED FINANCIAL PLANNER across 3 core areas.

Education

Bachelor's Degree at Drexel University

CERTIFIED FINANCIAL PLANNERâ„¢ at College for Financial Planning

High School at Abington Friends School

Alex Wanerman Namesakes

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Alex Wanerman
VP, Branch Leader
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