Khaila

Khaila's email & phone

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Director, Financial Advisory Services at Fidelity Investments|United States

Position:

Director, Financial Advisory Services at Fidelity Investments

Location:

United States

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Last updated: 2025-09-29
Updated: 2025-09-29

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Work Experience 16 years

Director, Financial Advisory Services at Fidelity Investments

Sep 2018 - Current

Senior Financial Advisor at Merrill Lynch Wealth Management

Feb 2014 - Jun 2018

Financial Analyst (Wealth Advisory Track) at Charles Schwab

Sep 2010 - Dec 2013

Khaila started working in 2010, then the employee has changed 2 companies and 2 jobs. On average, Khaila works for one company for 5 years 1 month.

Education

MBA in Finance at The University of Chicago Booth School of Business

Bachelor’s Degree in Economics at University of California, Berkeley

Skills

Tax-aware retirement planning, Client reporting & performance tracking, Investment analysis & asset allocation, Financial technology adoption & integration, High-net-worth client services, Multi-asset portfolio strategy, Wealth strategy leadership, Client relationship management, Estate & legacy planning

Frequently Asked Questions

What is Khaila's email address?

SignalHire found verified email addresses for Khaila, both business and personal. Their business email is **@fidelity.com, and personal emails include k***@hotmail.com, ****@yahoo.com, and k***@aol.com.

What is Khaila's phone number?

SignalHire found multiple verified phone numbers for Khaila: +1-909-***-**93, and +1-520-***-**50.

How do I contact Khaila at Fidelity Investments?

You can reach Khaila through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Khaila's professional background?

Khaila has 16 years of professional experience. They have held roles including Senior Financial Advisor, and Financial Analyst (Wealth Advisory Track) at companies such as Merrill Lynch Wealth Management, and Charles Schwab. Their education includes MBA in Finance from The University of Chicago Booth School of Business, and Bachelor’s Degree in Economics from University of California, Berkeley.

Is Khaila's contact information up to date?

Yes. Khaila's SignalHire profile was last updated on 29 September 2025, reflecting their current position as Director, Financial Advisory Services at Fidelity Investments in Boston, MA, United States.

Khaila Namesakes

Name
Company
Position
Khaila
Kuls Creative
Copywriter

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