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Bridget Pucel, Cfp® Email & Phone Number

Financial Consultant at Fidelity Investments at Fidelity Investments
Location: Milwaukee, Wisconsin, United States 12 work roles 3 schools
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Current company
Fidelity Investments
Role
Financial Consultant at Fidelity Investments
Location
Milwaukee, Wisconsin, United States
Company size
10 employees

Who is Bridget Pucel, Cfp®? Overview

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Quick answer

Bridget Pucel, Cfp® is listed as Financial Consultant at Fidelity Investments at Fidelity Investments, a company with 10 employees, based in Milwaukee, Wisconsin, United States. AeroLeads shows a matched LinkedIn profile for Bridget Pucel, Cfp®.

Bridget Pucel, Cfp® previously worked as Financial Consultant at Fidelity Investments and Planning Consultant at Fidelity Investments. Bridget Pucel, Cfp® holds Bachelor Of Science - Bs, Personal Finance - Financial Planning from University Of Wisconsin-Madison.

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Fidelity Investments

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Profile bio

About Bridget Pucel, Cfp®

I attended the University of Wisconsin-Madison and obtained majors in Personal Finance and Psychology. I am passionate about the financial planning field and being able to help guide people to reach their financial goals while also counselling them through the unexpected ups and downs. As a proud Milwaukee native, I am dedicated to serving my community and making a meaningful impact.

Current workplace

Bridget Pucel, Cfp®'s current company

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Fidelity Investments
Fidelity Investments
Financial Consultant at Fidelity Investments
Website
fidelity.com
Employees
10
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12 roles

Bridget Pucel, Cfp® work experience

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Peer Educator For Consumer Science 321

University Of Wisconsin-Madison

Madison, WI, US

- Work with junior and senior students to help educate them on real-life financial skills to better prepare them to be financially aware and prepared for after graduation- Facilitate discussions with students to ensure that all voices and opinions are heard

Sep 2019 - May 2021

Teaching Assistant For Consumer Science 275

University Of Wisconsin-Madison

Madison, WI, US

- Support the professor by helping to implement the curriculum by giving a student's point of view on assignments- Grade assignments, proctor exams, hold office hours and meet directly with students to ensure they reach their highest potential in the course

Sep 2019 - May 2021

Financial Advisory Intern

Wipfli Financial Advisors

Wauwatosa, Wisconsin, US

Wipfli Financial Advisors, LLC ("Wipfli Financial") is an investment adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. We are not engaged in rendering legal, accounting.

Jan 2020 - May 2020

Leasing Consultant

Jsm Properties
Apr 2018 - May 2019
Team & coworkers

Colleagues at Fidelity Investments

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

MM Madhu Malisetty Madhu Malisetty Colleague at Fidelity Investments Westford, Massachusetts, United States, United States View → JY Justin Yarbrough Justin Yarbrough Colleague at Fidelity Investments Durham, North Carolina, United States, United States View → JG Jan Glass Jan Glass Colleague at Fidelity Investments Bountiful, Utah, United States, United States View → DG Dharmesh Gnanasivam Dharmesh Gnanasivam Colleague at Fidelity Investments Cary, North Carolina, United States, United States View → NB Nitasha Ballenger Nitasha Ballenger Colleague at Fidelity Investments Fort Worth, Texas, United States, United States View → JR Joseph Rosario, Cfp® Joseph Rosario, Cfp® Colleague at Fidelity Investments Greater Chicago Area, United States View → FB Frank Burnett Frank Burnett Colleague at Fidelity Investments Jersey City, New Jersey, United States, United States View → LH Lauren Henson Lauren Henson Colleague at Fidelity Investments New Port Richey, Florida, United States, United States View → VS Vijayshree Sewlia Vijayshree Sewlia Colleague at Fidelity Investments Bengaluru, Karnataka, India, India View → RD Rhonda Daugherty Rhonda Daugherty Colleague at Fidelity Investments Cincinnati, Ohio, United States, United States View →
3 education records

Bridget Pucel, Cfp® education

Bachelor Of Science - Bs, Personal Finance - Financial Planning

University Of Wisconsin-Madison

Bachelor Of Science - Bs, Psychology

University Of Wisconsin-Madison

Education record

Wauwatosa West High School
FAQ

Frequently asked questions about Bridget Pucel, Cfp®

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

What company does Bridget Pucel, Cfp® work for?

Bridget Pucel, Cfp® works for Fidelity Investments.

What is Bridget Pucel, Cfp®'s role at Fidelity Investments?

Bridget Pucel, Cfp® is listed as Financial Consultant at Fidelity Investments at Fidelity Investments.

Where is Bridget Pucel, Cfp® based?

Bridget Pucel, Cfp® is based in Milwaukee, Wisconsin, United States while working with Fidelity Investments.

What companies has Bridget Pucel, Cfp® worked for?

Bridget Pucel, Cfp® has worked for Fidelity Investments, University Of Wisconsin-Madison, Blue Mound Golf & Country Club, Colectivo Coffee, and Wipfli Financial Advisors.

Who are Bridget Pucel, Cfp®'s colleagues at Fidelity Investments?

Bridget Pucel, Cfp®'s colleagues at Fidelity Investments include Madhu Malisetty, Justin Yarbrough, Jan Glass, Dharmesh Gnanasivam, and Nitasha Ballenger.

How can I contact Bridget Pucel, Cfp®?

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

What schools did Bridget Pucel, Cfp® attend?

Bridget Pucel, Cfp® holds Bachelor Of Science - Bs, Personal Finance - Financial Planning from University Of Wisconsin-Madison.

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