Blake Winsmann

Blake Winsmann: Email & Phone Number

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Customer Relationship Advocate at Fidelity Investments|Lancaster, Massachusetts, United States

Position:

Customer Relationship Advocate at Fidelity Investments

Location:

Lancaster, Massachusetts, United States

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Last updated: 2026-07-17
Updated: 2026-07-17

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Work Experience 3 years

Customer Relationship Advocate at Fidelity Investments

Jun 2025 - Current

M&A Intern at NFP, an Aon company

May 2024 - Aug 2024

SAF Financial Intern at University of New Hampshire

Feb 2024 - May 2024

Executive Board Member at Lambda Chi Alpha (Alpha-Xi)

Jan 2024 - May 2024

Production Director at SCOPE

Apr 2023 - May 2024

Blake Winsmann started working in 2023, then the employee has changed 4 companies and 4 jobs. On average, Blake Winsmann works for one company for 7 months.

Their professional focus is Accounting, Account Management, and Acquisition Integration across 3 core areas.

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

Education

Bachelor of Business Administration - BBA at University of New Hampshire

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