Annie

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Investment Solution Representative I at Fidelity Investments|Durham, North Carolina, United States

Position:

Investment Solution Representative I at Fidelity Investments

Location:

Durham, North Carolina, United States

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Last updated: 2025-03-21
Updated: 2025-03-21

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Work Experience 19 years

Investment Solution Representative I at Fidelity Investments

Mar 2024 - Current

Customer Relationship Advocate at Fidelity Investments

Jan 2023 - Mar 2024

Tax & Financial Consultant at Ross Tax & Financial Services, LLC

Jan 2021 - Jan 2023

Staff Accountant at Elissa Olszewski, CPA, PLLC

Jan 2018 - Dec 2021

Sales Supervisor (BCBS of TN Products) at Xerox

Jan 2014 - Jan 2016

Customer Service Sales Rep (BCBS of TN Products) at Xerox

Jan 2013 - Jan 2014

Accountant at Betha Obange CPA PLLC

Jan 2007 - Jan 2013

Annie started working in 2007, then the employee has changed 4 companies and 6 jobs. On average, Annie works for one company for 2 years 8 months.

Their professional focus is Accounting Education, Advising Clients, and Analytical Skills across 3 core areas.

Education

Bachelor of Science at Auburn University

Bachelor of Arts at Auburn University

Master at Strayer University

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