Van Wilson

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Financial Customer Associate II - Tax Exempt at Fidelity Investments|Raleigh-Durham-Chapel Hill Area, United States

Position:

Financial Customer Associate II - Tax Exempt at Fidelity Investments

Location:

Raleigh-Durham-Chapel Hill Area, United States

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Last updated: 2026-10-19
Updated: 2026-10-19

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Work Experience 3 years

Financial Customer Associate II - Tax Exempt at Fidelity Investments

Aug 2026 - Current

Financial Customer Associate at Fidelity Investments

Feb 2026 - Aug 2026

Wealth Client Service Intern at CAPTRUST

May 2025 - Aug 2025

Business Development Representative at CMIT Solutions

Jun 2024 - Aug 2024

Specialized Labor Technician at McAdams Homes

May 2023 - Aug 2023

Van Wilson started working in 2023, then the employee has changed 3 companies and 4 jobs. On average, Van Wilson works for one company for 3 months.

Their professional focus is Business Communications, Communication, and Corporate Finance across 3 core areas.

Van holds Corporate Finance Foundations, Excel Essential Training (Microsoft 365), and Financial Portfolio Management Fundamentals certifications.

Education

NC State Poole College of Management

North Carolina State University

High School Diploma at John T Hoggard High School

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