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Current Position:

VP, Wealth Planning Consultant at Fidelity Investments

Experience:

25 years

Location:

Loveland, Ohio

How to contact Scott

Last updated:2025-01-18

**@fidelity.com

+1-870-***-**87

Analytics

According to LinkedIn Scott started working on 1993, then the employee has changed 2 companies and 3 jobs. On average, Scott works for one company for 10 years 2 months. Scott has been working as a VP, Wealth Planning Consultant for Fidelity Investments for 11931 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

VP, Wealth Planning Consultant at Fidelity Investments

Jan 1993 - Current

VP Sales at Fidelity Investments

Jan 2004 - Jan 2008

VP Regional Business Development at Fort Washington Investment Advisors, Inc.

Jan 2009 - Jan 2009

Sales Manager at Bartlett & Co., a subsidiary of Legg Mason, Inc.

Jan 2000 - Jan 2004

Education

CFP at College for Financial Planning

Bachelor's degree at Xavier University - School of Business Administration

Frequently Asked Questions

How long has Scott been working as a VP, Wealth Planning Consultant?

Scott's total experience in various companies as a VP, Wealth Planning Consultant 32 years 8 months.

What is Scott's average duration of employment for different companies?

On average, Scott works for one company for 2 years 8 months

What industries has Scott worked in?

Scott works in the Financial Services.

What positions has Scott held before?

Previously, Scott worked as a VP Sales, and VP Regional Business Development, and Sales Manager.

How do I contact Scott?

Scott's email address is **@fidelity.com, phone number is +1-870-***-**87. Sign up to get contact details.

Who is the Chairman & CEO of the Fidelity Investments?

The Chairman & CEO of the Fidelity Investments is Abigail P. Johnson

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Scott Namesakes

Name

Company

Position

Scott Lam

Standard Chartered

Executive Director, Data Governance SME

Scott's email & phone