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Blake Winters Email & Phone Number

Managing Director at Fidelity Investments
Location: San Francisco Bay Area, United States, United States 6 work roles 2 schools
1 work email found @fidelity.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email b****@fidelity.com
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Current company
Fidelity Investments
Role
Managing Director
Location
San Francisco Bay Area, United States, United States
Company size
83148 employees

Who is Blake Winters? Overview

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Quick answer

Blake Winters is listed as Managing Director at Fidelity Investments, a company with 83148 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Blake Winters.

Blake Winters previously worked as Workplace Financial Consultant at Fidelity Investments and Director of Business Development, Financial Advisor at Eliason Financial. Blake Winters holds Bachelor Of Science - Bs, Economics from University Of Nevada, Reno.

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 Blake Winters. Compare company email patterns before reaching out.

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Profile bio

About Blake Winters

Highly analytical and detailed professional with 9+ years in the financial services industry. I hold my Bachelors degree in economics and Masters degree in Finance. I’m continually looking for ways to learn and grow in my career.

Listed skills include Customer Service, Sales, Leadership, Microsoft Excel, and 24 others.

Current workplace

Blake Winters's current company

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

Fidelity Investments
Fidelity Investments
Managing Director
California, United States
Website
fidelity.com
Employees
83148
AeroLeads page
Company profile
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6 roles

Blake Winters work experience

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

Workplace Financial Consultant

Current
Fidelity Investments

Boston, MA, US

Help clients accomplish financial objectives by assessing financial situation; developing and presenting financial strategies and plans; monitoring changes in financial status and life circumstances.

Jan 2022 - Present

Director Of Business Development, Financial Advisor

Eliason Financial

Conducted comprehensive financial assessments: gathering and analyzing clients' expenses, income, insurance coverage, tax status, risk tolerance, and other relevant information to develop holistic financial plans.

Jul 2020 - Feb 2022

Senior Practice Management & Training Specialist

Janney Montgomery Scott Llc

Philadelphia, US

Oversaw and conducted comprehensive training and coaching programs for 28 branches and 373 staff members, including 219 Financial Advisors, in my territory. Focused on equipping Advisors with the necessary skills and strategies to position their businesses for future success.

Apr 2018 - Dec 2019

Financial Representative

Fidelity Investments

Boston, MA, US

Educated clients on available services and products, enabling them to effectively monitor, maintain, service, and manage their investments.

Mar 2016 - Aug 2017

Bdr/Account Executive/Account Manager

Wrike

San Diego, California, US

Apr 2015 - Dec 2015
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 83148 employees →

JB Joshua Baker Joshua Baker Colleague at Fidelity Investments Mebane, North Carolina, United States, United States View → LR Lori Rump Lori Rump Colleague at Fidelity Investments Latonia Lakes, Kentucky, United States, United States View → JO Jon Ohlson Jon Ohlson Colleague at Fidelity Investments Milford, New Hampshire, United States, United States View → TM Toirealach Molloy Toirealach Molloy Colleague at Fidelity Investments County Westmeath, Ireland, Ireland View → RM Ryan Mongno, Mba Ryan Mongno, Mba Colleague at Fidelity Investments Ashburn, Virginia, United States, United States View → MC Michele Combs Michele Combs Colleague at Fidelity Investments Cincinnati, Ohio, United States, United States View → CD Christine Del Castillo Christine Del Castillo Colleague at Fidelity Investments Cambridge, Massachusetts, United States, United States View → EL Eric Lopez Eric Lopez Colleague at Fidelity Investments Dallas-Fort Worth Metroplex, United States View → TD Tim Dunn, Cfa® Cfp® Tim Dunn, Cfa® Cfp® Colleague at Fidelity Investments Greater Boston, United States View → LR Lilly Rosario Lilly Rosario Colleague at Fidelity Investments Pittsburgh, Pennsylvania, United States, United States View →
2 education records

Blake Winters education

Bachelor Of Science - Bs, Economics

University Of Nevada, Reno

Master Of Science - Ms, Finance

University Of Wyoming
FAQ

Frequently asked questions about Blake Winters

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

What company does Blake Winters work for?

Blake Winters works for Fidelity Investments.

What is Blake Winters's role at Fidelity Investments?

Blake Winters is listed as Managing Director at Fidelity Investments.

What is Blake Winters's email address?

AeroLeads has found 1 work email signal at @fidelity.com for Blake Winters at Fidelity Investments.

Where is Blake Winters based?

Blake Winters is based in San Francisco Bay Area, United States, United States while working with Fidelity Investments.

What companies has Blake Winters worked for?

Blake Winters has worked for Fidelity Investments, Eliason Financial, Janney Montgomery Scott Llc, and Wrike.

Who are Blake Winters's colleagues at Fidelity Investments?

Blake Winters's colleagues at Fidelity Investments include Joshua Baker, Lori Rump, Jon Ohlson, Toirealach Molloy, and Ryan Mongno, Mba.

How can I contact Blake Winters?

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

What schools did Blake Winters attend?

Blake Winters holds Bachelor Of Science - Bs, Economics from University Of Nevada, Reno.

What skills is Blake Winters known for?

Blake Winters is listed with skills including Customer Service, Sales, Leadership, Microsoft Excel, Microsoft Office, Time Management, Microsoft Word, and Marketing.

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