J

Jeffrey's email & phone

Position:Assistant Branch Leader at Fidelity Investments
Experience:19 years
Location:San Jose, California, United States

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Work Experience

Assistant Branch Leader at Fidelity Investments

Sep 2023 - Current

Financial Consultant at Fidelity Investments

Apr 2020 - Sep 2023

Investment Consultant at Fidelity Investments

Sep 2019 - Apr 2020

Financial Representative at Fidelity Investments

Aug 2018 - Sep 2019

Manager at In-N-Out Burger

Dec 2016 - Aug 2018

Receptionist at Morgan Stanley

Jul 2015 - Dec 2016

Associate at In-N-Out Burger

Jun 2007 - May 2015

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

Education

Bachelor's degree at San Jose State University

AS-T Degree at De Anza College

Current Company Information Fidelity Investments

Name: Fidelity Investments

Speciality: Retirement, Investments, Online trading, Asset management, IRA, 401k, Mutual funds, Stocks, ETF, Bonds, Brokerage, Cash management, HSA, 529 plans, Annuities, Life insurance, Benefits consulting, Stock plan services, Business news, Wealth management

Location: Boston, MA, United States

Employees: 10000+

Description: Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes fro...

Frequently Asked Questions

What is Jeffrey's minimum period of employment in the companies?

Jeffrey's minimum period of employment in various companies is 7 months.

What is Jeffrey's average duration of employment for different companies?

On average, Jeffrey works for one company for 2 years 8 months

What industries has Jeffrey worked in?

Jeffrey works in the Financial Services. Previously, Jeffrey worked in the Restaurants.

What positions has Jeffrey held before?

Previously, Jeffrey worked as a Financial Consultant, and Investment Consultant, and Financial Representative, and Manager, and Receptionist.

How do I contact Jeffrey?

Jeffrey's email address is **@fidelity.com, phone number is +1-***-***-5462. Sign up to get contact details.

Who is the Chairman & CEO of the Fidelity Investments?

The Chairman & CEO of the Fidelity Investments is Abigail P. Johnson

Who are Jeffrey's peers at other companies?

Jeffrey's peers at other companies are Amanda and Cody Church and Wadia Francis

Jeffrey Namesakes

Name
Company
Position
J
Information Technology Manager
J
Senior Software Engineer

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Other employees at Fidelity Investments

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