Amanda Wilhelm

Amanda Wilhelm: Email & Phone Number

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Customer Relationship Advocate at Fidelity Investments|Cranston, Rhode Island, United States

Position:

Customer Relationship Advocate at Fidelity Investments

Location:

Cranston, Rhode Island, United States

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Last updated: 2026-10-15
Updated: 2026-10-15

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Current work details
DepartmentFinancial Services
Availability
TimezoneEST
Best time to contact12:00 PM – 4:00 PM
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Work Experience 3 years

Customer Relationship Advocate at Fidelity Investments

Aug 2024 - Current

Student investor at NSU Student Managed Investment Fund

Jan 2023 - May 2024

Aftercare Teacher at Clever Oaks Montessori School

Sep 2023 - Apr 2024

Amanda Wilhelm started working in 2023, then the employee has changed 2 companies and 2 jobs. On average, Amanda Wilhelm works for one company for 1 year 5 months.

Their professional focus is Finance, Financial Analysis, and Investment Analysis across 3 core areas.

Amanda holds Series 63, Series 7, and Securities Industry Essentials (SIE) certifications.

Education

Nova Southeastern University

Skills

Investment Analysis, Finance, Financial Analysis

Amanda Wilhelm Namesakes

Name
Company
Position
Amanda Wilhelm
Insurance Agent at COUNTRY Financial®
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Amanda Wilhelm
Barista
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Amanda Wilhelm
Director, Supply Chain Finance
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