Khaila: Email & Phone Number
Opt-OutPosition:
Director, Financial Advisory Services at Fidelity Investments
Location:
United States
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Sign up to search for other Khaila's across our 850M+ professionals databaseWork Experience 16 years
Sep 2018 - Current
Feb 2014 - Jun 2018
Sep 2010 - Dec 2013
Their professional focus is Client relationship management, Client reporting & performance tracking, and Estate & legacy planning across 3 core areas.
Education
MBA in Finance at The University of Chicago Booth School of Business
Bachelor’s Degree in Economics at University of California, Berkeley
Skills
Investment analysis & asset allocation, Client reporting & performance tracking, Estate & legacy planning, Client relationship management, Tax-aware retirement planning, Wealth strategy leadership, Financial technology adoption & integration, Multi-asset portfolio strategy, High-net-worth client servicesFrequently Asked Questions
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