Position:
Workplace Financial Consultant at Fidelity Investments
Location:
San Francisco Bay Area, United States
Found email addresses for Jerome Williams:
Found phone for Jerome Williams:
Feb 2023 - Current
Nov 2020 - Dec 2022
Aug 2010 - Sep 2020
Their professional focus is 401(k) Retirement Savings Plans, Business Development, and Client Relations across 3 core areas.
Jerome holds Certified Financial Planner (CFP) and LICENSES: Series 7, Series 66 certifications.
Master of Business Administration - MBA at Syracuse University
Bachelor of Science, Accounting, at Colorado State University
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