Investment Solutions
Current
Aug 2023 - Present
AeroLeads people directory · profile
Bradley Simonson Email & Phone Number
Investment Advisor Representative at Fidelity Investments
at
Fidelity Investments
1 work email found
@fmr.com
LinkedIn matched
4 data sources
Profile completeness 86%
Current company
Role
Investment Advisor Representative at Fidelity Investments
Location
Cincinnati, Ohio, United States
Company size
Who is Bradley Simonson? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Bradley Simonson is listed as Investment Advisor Representative at Fidelity Investments at Fidelity Investments, a company with 52767 employees, based in Cincinnati, Ohio, United States. AeroLeads shows a work email signal at fmr.com and a matched LinkedIn profile for Bradley Simonson.
Bradley Simonson previously worked as Investment Solutions at Fidelity Investments and High Net Worth Representative at Fidelity Investments. Bradley Simonson holds Bachelor Of Business Administration - Bba, Finance, General from University Of Cincinnati.
Company email context
Email format at Fidelity Investments
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{first}.{last}@fmr.com
86% confidence
AeroLeads found 1 current-domain work email signal for Bradley Simonson. Compare company email patterns before reaching out.
Profile bio
About Bradley Simonson
FINRA Series 7, 63 and 66 licensed
Current workplace
Bradley Simonson's current company
Company context helps verify the profile and gives searchers a useful next step.
Fidelity Investments
9 roles
Bradley Simonson work experience
A career timeline built from the work history available for this profile.
High Net Worth Representative
May 2022 - Jul 2023
Customer Relationship Advocate
Jul 2021 - May 2022
Customer Account Resolution Associate
- Processed missed earnings and contributions for client requests regarding 401k accounts- Communicated with clients to gather necessary information to perform requested corrections- Met weekly goals based on pace, quality, and difficulty of items resolved- Computed, recorded, and proofread data, records, and reports of customer accounts
Jan 2020 - Apr 2020
Drive Thru Manager
Steve'S Bp
- Supervise employees and delegate responsibilities nightly- Audit over $8,000 of daily cashier sales- Handle over $4,000 in cash transactions daily- Interact with hundreds of customers and successfully fulfill their needs- Increase sales by nearly 8% through strengthening customer relationships
Feb 2017 - Feb 2020
Loan Specialist
- Represented 200+ financial institutions in providing individualized customer care- Expressed in-depth knowledge of loan products and online information systems- Collaborated with various departments to identify and assess client needs and solutions- Managed numerous client accounts and built client relationships daily
Jun 2019 - Aug 2019
Game Day Catering Attendant
Delaware North
- Successfully provided fans with food, drinks, and snacks throughout duration of games- Connected with fans and built relationships- Communicated with personnel spread throughout the ballpark
Feb 2018 - Aug 2018
Dietary Aide
- Promoted 3 times- Served 15 customers and meet their dietary needs- Willingly learned and completed new jobs, accepted new roles
Jan 2016 - Feb 2017
Employee
Friedhoff Florist
- Planned and designed different areas for plants and inventory- Counted and planned the amount of inventory being imported and exported- Helped better the shopping experience of customers by reducing check-out time
Jun 2015 - Sep 2016
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
AZ
Amruta Zirli
Colleague at Fidelity Investments
Karnataka, India, India
View →
DF
Doug Frey
Colleague at Fidelity Investments
Sudbury, Massachusetts, United States, United States
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AK
Ajith Kumar
Colleague at Fidelity Investments
Chennai, Tamil Nadu, India, India
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AK
Anil Kumar
Colleague at Fidelity Investments
Bengaluru, Karnataka, India, India
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DE
Divakar Engareddy
Colleague at Fidelity Investments
Chennai, Tamil Nadu, India, India
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VP
Vardhan Patel
Colleague at Fidelity Investments
San Francisco, California, United States, United States
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RH
Richelle Hjulstrom
Colleague at Fidelity Investments
Boston, Massachusetts, United States, United States
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MH
Mellissa Hanks
Colleague at Fidelity Investments
Bosque Farms, New Mexico, United States, United States
View →
PA
Prince Allen
Colleague at Fidelity Investments
Massachusetts, United States, United States
View →
JG
Jack Groom
Colleague at Fidelity Investments
Denver, Colorado, United States, United States
View →
Amruta Zirli
Colleague at Fidelity Investments
Karnataka, India, India
View →
DF
Doug Frey
Colleague at Fidelity Investments
Sudbury, Massachusetts, United States, United States
View →
AK
Ajith Kumar
Colleague at Fidelity Investments
Chennai, Tamil Nadu, India, India
View →
AK
Anil Kumar
Colleague at Fidelity Investments
Bengaluru, Karnataka, India, India
View →
DE
Divakar Engareddy
Colleague at Fidelity Investments
Chennai, Tamil Nadu, India, India
View →
VP
Vardhan Patel
Colleague at Fidelity Investments
San Francisco, California, United States, United States
View →
RH
Richelle Hjulstrom
Colleague at Fidelity Investments
Boston, Massachusetts, United States, United States
View →
MH
Mellissa Hanks
Colleague at Fidelity Investments
Bosque Farms, New Mexico, United States, United States
View →
PA
Prince Allen
Colleague at Fidelity Investments
Massachusetts, United States, United States
View →
JG
Jack Groom
Colleague at Fidelity Investments
Denver, Colorado, United States, United States
View →
2 education records
Bradley Simonson education
Bachelor Of Business Administration - Bba, Finance, General
Education record
Elder High School
FAQ
Frequently asked questions about Bradley Simonson
Quick answers generated from the profile data available on this page.
What company does Bradley Simonson work for?
Bradley Simonson works for Fidelity Investments.
What is Bradley Simonson's role at Fidelity Investments?
Bradley Simonson is listed as Investment Advisor Representative at Fidelity Investments at Fidelity Investments.
What is Bradley Simonson's email address?
AeroLeads has found 1 work email signal at @fmr.com for Bradley Simonson at Fidelity Investments.
Where is Bradley Simonson based?
Bradley Simonson is based in Cincinnati, Ohio, United States while working with Fidelity Investments.
What companies has Bradley Simonson worked for?
Bradley Simonson has worked for Fidelity Investments, Steve'S Bp, Lendkey Technologies, Inc., Delaware North, and Western Hills Retirement Vlg.
Who are Bradley Simonson's colleagues at Fidelity Investments?
Bradley Simonson's colleagues at Fidelity Investments include Amruta Zirli, Doug Frey, Ajith Kumar, Anil Kumar, and Divakar Engareddy.
How can I contact Bradley Simonson?
You can use AeroLeads to view verified contact signals for Bradley Simonson at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Bradley Simonson attend?
Bradley Simonson holds Bachelor Of Business Administration - Bba, Finance, General from University Of Cincinnati.
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