Financial Consultant
Current
Apr 2022 - Present
AeroLeads people directory · profile
Aaron Chao Email & Phone Number
Financial Consultant at Fidelity Investments
at
Fidelity Investments
1 work email found
@fmr.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Consultant at Fidelity Investments
Location
Sarasota, Florida, United States
Company size
Who is Aaron Chao? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Aaron Chao is listed as Financial Consultant at Fidelity Investments at Fidelity Investments, a company with 52767 employees, based in Sarasota, Florida, United States. AeroLeads shows a work email signal at fmr.com and a matched LinkedIn profile for Aaron Chao.
Aaron Chao previously worked as Financial Consultant at Fidelity Investments and Financial Consultant Partner at Charles Schwab. Aaron Chao holds Master Of Business Administration (M.B.A.), Businesss from University Of Central Florida.
Company email context
Email format at Fidelity Investments
This section adds company-level context without repeating Aaron Chao's masked contact details.
{first}.{last}@fmr.com
86% confidence
AeroLeads found 1 current-domain work email signal for Aaron Chao. Compare company email patterns before reaching out.
Profile bio
About Aaron Chao
Experienced Financial Consultant with a demonstrated history of working in the financial services industry.
Listed skills include Sales, Customer Service, Selling, Real Estate, and 8 others.
Current workplace
Aaron Chao's current company
Company context helps verify the profile and gives searchers a useful next step.
Fidelity Investments
5 roles
Aaron Chao work experience
A career timeline built from the work history available for this profile.
Financial Consultant Partner
- Engaged with high net worth clients to deepen relationship thru understanding of each client’s needs, objective, and investment objectives
- Partnered with branch and investor development team to uncover NNA of current and prospective clients
- Accurately discussed, assisted and placed time sensitive trades for clients regarding advanced trading, option strategies, and margins
Mar 2018 - Apr 2022
Financial Representative
Dec 2016 - Mar 2018
Authorized Distributor
Chao Enterprise Inc
Promoted to Distributor at Rainbow Sales and Service. Manage sales reps within territory for new contracts, hiring, finance, and marketing to increase business and exceed monthly quotas
Aug 2015 - Dec 2016
Marketing Director
Rainbow Sales Inc.
- Consecutively awarded top marketing manager for 7 months within the region
- Became top 5% of marketing managers in the eastern region
- Trained and managed between 45 and 50 sales representatives in the office
- Developed strong skills in lead generation, setting appointments, customer service, and retaining clients
Jun 2014 - May 2015
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
PS
Paul Seibt
Colleague at Fidelity InvestmentsSanta Barbara, California, United States, United States
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JW
John Waters
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States, United States
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RC
Robert Curry
Colleague at Fidelity InvestmentsTampa, Florida, United States, United States
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NS
Natalie Slade
Colleague at Fidelity InvestmentsProvidence, Rhode Island, United States, United States
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MO
Marlane O'Neil
Colleague at Fidelity InvestmentsMerrimack, New Hampshire, United States, United States
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PK
Praveen Kumar
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India, India
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JD
Jenna Dolciotto
Colleague at Fidelity InvestmentsGreater Boston, United States
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PM
Pj Melnick, Cfp®
Colleague at Fidelity InvestmentsWashington, District Of Columbia, United States, United States
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JG
Jessica Grimes
Colleague at Fidelity InvestmentsDurham, North Carolina, United States, United States
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ST
Scott Twardowski
Colleague at Fidelity InvestmentsSmithfield, Rhode Island, United States, United States
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Paul Seibt
Colleague at Fidelity InvestmentsSanta Barbara, California, United States, United States
View →
JW
John Waters
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States, United States
View →
RC
Robert Curry
Colleague at Fidelity InvestmentsTampa, Florida, United States, United States
View →
NS
Natalie Slade
Colleague at Fidelity InvestmentsProvidence, Rhode Island, United States, United States
View →
MO
Marlane O'Neil
Colleague at Fidelity InvestmentsMerrimack, New Hampshire, United States, United States
View →
PK
Praveen Kumar
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India, India
View →
JD
Jenna Dolciotto
Colleague at Fidelity InvestmentsGreater Boston, United States
View →
PM
Pj Melnick, Cfp®
Colleague at Fidelity InvestmentsWashington, District Of Columbia, United States, United States
View →
JG
Jessica Grimes
Colleague at Fidelity InvestmentsDurham, North Carolina, United States, United States
View →
ST
Scott Twardowski
Colleague at Fidelity InvestmentsSmithfield, Rhode Island, United States, United States
View →
2 education records
Aaron Chao education
Master Of Business Administration (M.B.A.), Businesss
Bachelors Of Science, Chemistry
FAQ
Frequently asked questions about Aaron Chao
Quick answers generated from the profile data available on this page.
What company does Aaron Chao work for?
Aaron Chao works for Fidelity Investments.
What is Aaron Chao's role at Fidelity Investments?
Aaron Chao is listed as Financial Consultant at Fidelity Investments at Fidelity Investments.
What is Aaron Chao's email address?
AeroLeads has found 1 work email signal at @fmr.com for Aaron Chao at Fidelity Investments.
Where is Aaron Chao based?
Aaron Chao is based in Sarasota, Florida, United States while working with Fidelity Investments.
What companies has Aaron Chao worked for?
Aaron Chao has worked for Fidelity Investments, Charles Schwab, Northwestern Mutual, Chao Enterprise Inc, and Rainbow Sales Inc..
Who are Aaron Chao's colleagues at Fidelity Investments?
Aaron Chao's colleagues at Fidelity Investments include Paul Seibt, John Waters, Robert Curry, Natalie Slade, and Marlane O'Neil.
How can I contact Aaron Chao?
You can use AeroLeads to view verified contact signals for Aaron Chao at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Aaron Chao attend?
Aaron Chao holds Master Of Business Administration (M.B.A.), Businesss from University Of Central Florida.
What skills is Aaron Chao known for?
Aaron Chao is listed with skills including Sales, Customer Service, Selling, Real Estate, Short Sales, Microsoft Word, Time Management, and Powerpoint.
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