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Stephen Joseph's
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Current Position:

Portfolio Specialist at Fidelity Investments

Experience:

15 years

Location:

Jacksonville, Florida

How to contact Stephen Joseph

Last updated:2023-04-21
emails******h@fidelity.com
phone+1-***-***-7657
skype
google+
instagram
facebook
twitter

Analytics

According to LinkedIn Stephen Joseph started working on 2010, then the employee has changed 2 companies and 8 jobs. On average, Stephen Joseph works for one company for 1 year 11 months. Stephen Joseph has been working as a Portfolio Specialist for Fidelity Investments for 2466 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Portfolio Specialist at Fidelity Investments

Dec 2018 - Current

Client Management Representative, Portfolio Advisory Services at Fidelity Investments

Mar 2018 - Dec 2018

Retirement Solutions Representative at Fidelity Investments

Nov 2014 - Mar 2018

Investment Solutions Representative at Fidelity Investments

Oct 2013 - Nov 2014

Premium Relationship Associate at Fidelity Investments

Sep 2013 - Oct 2013

College Planning Specialist at Fidelity Investments

Dec 2012 - Sep 2013

Financial Representative, Full Trader at Fidelity Investments

Jun 2011 - Dec 2012

Treasurer at Catholic Student Union Alumni and Friends Association

Jun 2014 - Jun 2016

President at Catholic Student Union

Apr 2010 - Apr 2011

Education

Bachelor of Science (BS) at Florida State University - College of Business

Florida State University - College of Business

Current Company Information Fidelity Investments

Name: Fidelity Investments

Speciality: Retirement, Investments, Online trading, Asset management, IRA, 401k, Mutual funds, Stocks, ETF, Bonds, Brokerage, Cash management, HSA, 529 plans, Annuities, Life insurance, Benefits consulting, Stock plan services, Business news, Wealth management

Location: Boston, MA, United States

Employees: 10000+

Description: Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes fro...

Frequently Asked Questions

How long has Stephen Joseph been working as a Portfolio Specialist?

Stephen Joseph's total experience in various companies as a Portfolio Specialist 6 years 9 months.

What is Stephen Joseph's minimum period of employment in the companies?

Stephen Joseph's minimum period of employment in various companies is 1 month.

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

On average, Stephen Joseph works for one company for 1 year 4 months

What industries has Stephen Joseph worked in?

Stephen Joseph works in the Financial Services.

What positions has Stephen Joseph held before?

Previously, Stephen Joseph worked as a Client Management Representative, Portfolio Advisory Services, and Retirement Solutions Representative, and Investment Solutions Representative, and Premium Relationship Associate, and College Planning Specialist.

How do I contact Stephen Joseph?

Stephen Joseph's email address is s******h@fidelity.com, phone number is +1-***-***-7657. 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

Who are Stephen Joseph's peers at other companies?

Stephen Joseph's peers at other companies are Edmund Thornton and Dunya Alaasemi and Andrew Olsen
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