Position:
Investment Consultant at Fidelity Investments
Location:
Greenwich, Connecticut, United States
Found email addresses for Matthew:
Found phone for Matthew:
Feb 2025 - Current
Nov 2024 - Current
Aug 2023 - Current
Oct 2022 - Current
Dec 2021 - Sep 2022
Oct 2020 - Oct 2021
Their professional focus is 63 Licenses, Asset Allocation, and Asset Management across 3 core areas.
Matthew holds Series 66, Series 63, and Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities certifications.
Master of Science - MS at Salve Regina University
Bachelor of Arts - BA at Manhattanville College
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