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Anna Barone Email & Phone Number

Financial Consultant at Fidelity Investments
Location: New York City Metropolitan Area, United States, United States 5 work roles 1 school
1 work email found @fidelity.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email a****@fidelity.com
LinkedIn Profile matched
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Current company
Fidelity Investments
Role
Financial Consultant
Location
New York City Metropolitan Area, United States, United States
Company size
10 employees

Who is Anna Barone? Overview

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Quick answer

Anna Barone is listed as Financial Consultant at Fidelity Investments, a company with 10 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Anna Barone.

Anna Barone previously worked as Financial Advisor at The Prudential Insurance Company of America at Prudential Financial and Vice President, Financial Services at David Lerner Associates, Inc.. Anna Barone holds Bachelor’S Degree, Business Administration And Management, General from Baruch College, City University Of New York (Cuny).

Company email context

Email format at Fidelity Investments

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{first}.{last}@fidelity.com
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AeroLeads found 1 current-domain work email signal for Anna Barone. Compare company email patterns before reaching out.

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Profile bio

About Anna Barone

As a trusted, experienced Financial Advisor, I can provide assistance on a wide range of financial issues – from helping clients grow their assets to identifying insurance needs, retirement planning and wealth preservation. I empower clients to take control of their finances and focus on distinct parameters for the journey, as well as, destination with each having their own specific goals. I enjoy being an integral part of your life by offering these services and going above and beyond your expectations..

Listed skills include Residential Homes, Customer Service, Strategic Planning, Investment Properties, and 11 others.

Current workplace

Anna Barone's current company

Company context helps verify the profile and gives searchers a useful next step.

Fidelity Investments
Fidelity Investments
Financial Consultant
Website
fidelity.com
Employees
10
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Company profile
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5 roles

Anna Barone work experience

A career timeline built from the work history available for this profile.

Financial Advisor At The Prudential Insurance Company Of America

Prudential Financial

Newark, New Jersey, US

  • Completes fact-finding process allowing for thorough understanding of clients’ financial goals/needs.
  • Develops customized ideas and solutions for each client.
  • Specializes in helping clients meet their protection needs through a variety of life insurance and investment products.
  • Designs effective tax strategies for clients’ wealth transfer, establishing portfolios based on heirs receiving maximum benefits.
Aug 2018 - Oct 2020

Vice President, Financial Services

David Lerner Associates, Inc.

Syosset, NY, US

  • Managed a portfolio of 150 clients with assets of more than $100mm.
  • Consistently converted highest number of prospects into clients out of all six company branches at monthly trade show events.
Jan 2017 - Aug 2018

President

Wright Wealth Management Group, Inc

Offered Financial Advisory, Wealth Management, Retirement Planning and access to Long Term Care and Insurance products

Aug 2012 - Jan 2017

Insurance Agent

Primerica

Duluth, Georgia, US

May 2009 - Mar 2012
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 10 employees →

DN Diane Noel Diane Noel Colleague at Fidelity Investments Medford, Massachusetts, United States, United States View → MG Monique Gutierrez Monique Gutierrez Colleague at Fidelity Investments Erlanger, Kentucky, United States, United States View → NW Nathan Wall Nathan Wall Colleague at Fidelity Investments Charlotte, North Carolina, United States, United States View → BM Bruce Moore Bruce Moore Colleague at Fidelity Investments Raleigh-Durham-Chapel Hill Area, United States View → ED Erika De Carvalho Corrêa Silva Erika De Carvalho Corrêa Silva Colleague at Fidelity Investments Tatuí, São Paulo, Brazil, Brazil View → MC Melanie Cahill Melanie Cahill Colleague at Fidelity Investments Ireland, Ireland View → HH Harriet Haake Hall Harriet Haake Hall Colleague at Fidelity Investments San Diego, California, United States, United States View → PG Paige Gray Paige Gray Colleague at Fidelity Investments Haslet, Texas, United States, United States View → OA Ohiani Abdulkadir Ohiani Abdulkadir Colleague at Fidelity Investments Richardson, Texas, United States, United States View → RP Robert Pippin Robert Pippin Colleague at Fidelity Investments Tonbridge, England, United Kingdom, United Kingdom View →
1 education record

Anna Barone education

  • Baruch College, City University Of New York (Cuny)
    Baruch College, City University Of New York (Cuny)
    General
FAQ

Frequently asked questions about Anna Barone

Quick answers generated from the profile data available on this page.

What company does Anna Barone work for?

Anna Barone works for Fidelity Investments.

What is Anna Barone's role at Fidelity Investments?

Anna Barone is listed as Financial Consultant at Fidelity Investments.

What is Anna Barone's email address?

AeroLeads has found 1 work email signal at @fidelity.com for Anna Barone at Fidelity Investments.

Where is Anna Barone based?

Anna Barone is based in New York City Metropolitan Area, United States, United States while working with Fidelity Investments.

What companies has Anna Barone worked for?

Anna Barone has worked for Fidelity Investments, Prudential Financial, David Lerner Associates, Inc., Wright Wealth Management Group, Inc, and Primerica.

Who are Anna Barone's colleagues at Fidelity Investments?

Anna Barone's colleagues at Fidelity Investments include Diane Noel, Monique Gutierrez, Nathan Wall, Bruce Moore, and Erika De Carvalho Corrêa Silva.

How can I contact Anna Barone?

You can use AeroLeads to view verified contact signals for Anna Barone at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Anna Barone attend?

Anna Barone holds Bachelor’S Degree, Business Administration And Management, General from Baruch College, City University Of New York (Cuny).

What skills is Anna Barone known for?

Anna Barone is listed with skills including Residential Homes, Customer Service, Strategic Planning, Investment Properties, Real Estate Transactions, Sales, Social Media, and Real Estate.

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