Anna Stephens

Anna Stephens: Email & Phone Number

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Wealth Management Service Specialist I at Fidelity Investments|Greenfield, New Hampshire, United States

Position:

Wealth Management Service Specialist I at Fidelity Investments

Location:

Greenfield, New Hampshire, United States

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Last updated: 2026-07-03
Updated: 2026-07-03

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Work Experience 18 years

Wealth Management Service Specialist I at Fidelity Investments

Apr 2025 - Current

Customer Relationship Advocate at Fidelity Investments

Feb 2024 - Current

High School Mathematics Teacher at Milford School District SAU40

Aug 2018 - Feb 2024

Assistant Manager at Union Street Grill

Jan 2008 - Feb 2022

Senior Teller at Matanuska Valley Federal Credit Union

Aug 2017 - Mar 2018

Their professional focus is Business Operations, Collaborative Work, and Customer Service across 3 core areas.

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

Education

Bachelor of Science - BS at Keene State College

Bachelor of Arts - BA at Keene State College

Anna Stephens Namesakes

Name
Company
Position
Anna Stephens
Executive Assistant
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Anna Stephens
Cache Valley School District
Substitute Teacher
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Anna Stephens
Project Management Intern
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