Help Desk- Workplace Planning And Advice
CurrentAssistant Team Lead aligned with Team DiSanto
Apr 2024 - Present
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Brian Bosman Email & Phone Number
Help Desk- Workplace Planning and Advice| MBA
at
Fidelity Investments
1 work email found
@fmr.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Help Desk- Workplace Planning and Advice| MBA
Location
Wendell, North Carolina, United States
Company size
Who is Brian Bosman? Overview
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Quick answer
Brian Bosman is listed as Help Desk- Workplace Planning and Advice| MBA at Fidelity Investments, a company with 52767 employees, based in Wendell, North Carolina, United States. AeroLeads shows a work email signal at fmr.com and a matched LinkedIn profile for Brian Bosman.
Brian Bosman previously worked as Help Desk- Workplace Planning and Advice at Fidelity Investments and Workplace Planning Consultant 2 at Fidelity Investments. Brian Bosman holds Master Of Business Administration - Mba, Finance, General from University Of North Carolina Wilmington.
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 Brian Bosman. Compare company email patterns before reaching out.
Profile bio
About Brian Bosman
As a Help Desk associate at Fidelity Investments, I help to lead and coach a team of 12 Workplace Planning Consultants while providing support to reps nationwide. I hold the Series 7, 66 and 9/10 licenses, which demonstrate my knowledge and proficiency in securities and investment advisory services. I have a strong background in finance, communication, and analytical skills, which I developed through my MBA degree from the University of North Carolina Wilmington and my previous work experience in sales and education.I have over 7 years of experience as a strength and conditioning coach, where I designed and implemented training programs for athletes and students, and received the North Carolina Strength Coach of the Year award in 2021. I am passionate about empowering people to improve their physical and financial well-being, and I strive to deliver excellent service and solutions to my clients. I leverage my coaching skills to build rapport, trust, and confidence with my team, and to motivate them to take action and achieve their desired outcomes.
Listed skills include Physical Education, Classroom Management, Lesson Planning, Sports, and 21 others.
Current workplace
Brian Bosman's current company
Company context helps verify the profile and gives searchers a useful next step.
Fidelity Investments
8 roles
Brian Bosman work experience
A career timeline built from the work history available for this profile.
Workplace Planning Consultant 2
Dec 2023 - Apr 2024
Workplace Planning Consultant 1
Nov 2022 - Dec 2023
Workplace Planning Associate
Jun 2022 - Dec 2022
Sales Development Representative
Archivesocial - An Optimere Brand
Jan 2022 - Jul 2022
Graduate Assistant
Serve as part-time graduate assistant in Department of Marketing at Cameron School of Business
Aug 2021 - Jan 2022
Strength And Conditioning Coach
May 2019 - Nov 2021
Strength And Conditioning Coach
Cummings High School
Aug 2014 - Jun 2019
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
JH
Joshua Hernandez
Colleague at Fidelity Investments
Jacksonville, Florida, United States, United States
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AC
Antonio Carollo
Colleague at Fidelity Investments
Franklin Lakes, New Jersey, United States, United States
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RW
Rigdon Whitfield
Colleague at Fidelity Investments
Durham, North Carolina, United States, United States
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EA
Emilio Arce
Colleague at Fidelity Investments
Watertown, Massachusetts, United States, United States
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AL
Anahí Ledezma
Colleague at Fidelity Investments
Omaha, Nebraska, United States, United States
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ZW
Zachary Williams
Colleague at Fidelity Investments
Plano, Texas, United States, United States
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JG
Jacob Goodstein
Colleague at Fidelity Investments
Philadelphia, Pennsylvania, United States, United States
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KF
Kathryn Fratus
Colleague at Fidelity Investments
Boston, Massachusetts, United States, United States
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RC
Robin Cook
Colleague at Fidelity Investments
Los Angeles, California, United States, United States
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PK
Phil Kidwell
Colleague at Fidelity Investments
Cincinnati, Ohio, United States, United States
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Joshua Hernandez
Colleague at Fidelity Investments
Jacksonville, Florida, United States, United States
View →
AC
Antonio Carollo
Colleague at Fidelity Investments
Franklin Lakes, New Jersey, United States, United States
View →
RW
Rigdon Whitfield
Colleague at Fidelity Investments
Durham, North Carolina, United States, United States
View →
EA
Emilio Arce
Colleague at Fidelity Investments
Watertown, Massachusetts, United States, United States
View →
AL
Anahí Ledezma
Colleague at Fidelity Investments
Omaha, Nebraska, United States, United States
View →
ZW
Zachary Williams
Colleague at Fidelity Investments
Plano, Texas, United States, United States
View →
JG
Jacob Goodstein
Colleague at Fidelity Investments
Philadelphia, Pennsylvania, United States, United States
View →
KF
Kathryn Fratus
Colleague at Fidelity Investments
Boston, Massachusetts, United States, United States
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RC
Robin Cook
Colleague at Fidelity Investments
Los Angeles, California, United States, United States
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PK
Phil Kidwell
Colleague at Fidelity Investments
Cincinnati, Ohio, United States, United States
View →
3 education records
Brian Bosman education
Master Of Business Administration - Mba, Finance, General
Master Of Education (Med), Physical Education
Bachelor Of Science (B.S.), Physical Education
FAQ
Frequently asked questions about Brian Bosman
Quick answers generated from the profile data available on this page.
What company does Brian Bosman work for?
Brian Bosman works for Fidelity Investments.
What is Brian Bosman's role at Fidelity Investments?
Brian Bosman is listed as Help Desk- Workplace Planning and Advice| MBA at Fidelity Investments.
What is Brian Bosman's email address?
AeroLeads has found 1 work email signal at @fmr.com for Brian Bosman at Fidelity Investments.
Where is Brian Bosman based?
Brian Bosman is based in Wendell, North Carolina, United States while working with Fidelity Investments.
What companies has Brian Bosman worked for?
Brian Bosman has worked for Fidelity Investments, Archivesocial - An Optimere Brand, Cameron School Of Business At Unc Wilmington, Ardrey Kell High School, and Cummings High School.
Who are Brian Bosman's colleagues at Fidelity Investments?
Brian Bosman's colleagues at Fidelity Investments include Joshua Hernandez, Antonio Carollo, Rigdon Whitfield, Emilio Arce, and Anahí Ledezma.
How can I contact Brian Bosman?
You can use AeroLeads to view verified contact signals for Brian Bosman at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Brian Bosman attend?
Brian Bosman holds Master Of Business Administration - Mba, Finance, General from University Of North Carolina Wilmington.
What skills is Brian Bosman known for?
Brian Bosman is listed with skills including Physical Education, Classroom Management, Lesson Planning, Sports, Coaching, Basketball Coaching, Sports Coaching, and Elementary Education.
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