Bryan Willson
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Bryan Willson Email & Phone Number

Customer Relationship Advocate at Fidelity Investments at Fidelity Investments
Location: Draper, Utah, United States 6 work roles 1 school
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Role
Customer Relationship Advocate at Fidelity Investments
Location
Draper, Utah, United States
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Who is Bryan Willson? Overview

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Quick answer

Bryan Willson is listed as Customer Relationship Advocate at Fidelity Investments at Fidelity Investments, a company with 52767 employees, based in Draper, Utah, United States. AeroLeads shows a matched LinkedIn profile for Bryan Willson.

Bryan Willson previously worked as Customer Relationship Advocate at Fidelity Investments and Manager / Bartender / Server at Martin'S. Bryan Willson holds Bachelor'S Degree, Accounting from West Chester University Of Pennsylvania.

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Fidelity Investments

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Profile bio

About Bryan Willson

Bryan Willson is a Customer Relationship Advocate at Fidelity Investments at Fidelity Investments.

Current workplace

Bryan Willson's current company

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Fidelity Investments
Fidelity Investments
Customer Relationship Advocate at Fidelity Investments
boston, massachusetts, united states
Website
Employees
52767
AeroLeads page
6 roles

Bryan Willson work experience

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

Customer Relationship Advocate

Current

Salt Lake City, Utah, United States

Dec 2023 - Present

Manager / Bartender / Server

Martin'S

Key West, Florida, United States

  • Assisted with ordering, scheduling, inventory, and operations.
  • Demonstrated the ability to work efficiently and effectively in a fast-paced bar setting.
  • Displayed technical skills and customer service expertise.
Nov 2020 - Mar 2021

General Manager

Banana Cafe

Key West, Florida, United States

  • Oversee employee work in front and back of the house to ensure compliance with company policies, regulations, and food safety guidelines.
  • Hire and onboard necessary staff.
  • Consistently exceed daily, weekly, and monthly sales targets while maintaining costs and keeping employee turnover low.
  • Efficiently resolve problems or concerns to the satisfaction of all parties involved.
Nov 2018 - Nov 2020

Staff Accountant

Key West, Florida, United States

  • Serviced clients in the hospitality, restaurant, art, and reality industries.
  • Responsibilities included bookkeeping, payroll, audit, sales tax, and consulting.
Mar 2016 - Nov 2017

Staff Accountant

Bridgeton, New Jersey, United States

  • Maintain chart of accounts, G/L account reconciliation and analysis of trial balances for all entities of Inspira with monthly-end closes.
  • Perform general financial analysis, prepare revenue forecasts, and evaluate any possible financial risks.
  • Create reports used to track revenue projections, P&L of the hospitals within the network, commission payments, and financial analysis tools.
  • Work with a multitude of executives within Inspira to ensure seamless coordination of financial data between all the departments.
Oct 2014 - Sep 2015

Tax Intern

Devon, Pennsylvania

  • Prepared 1099s and Individual tax returns.
  • Responsible for E-filing 1096’s as well as the Scan/Autoflow process.
Jan 2013 - May 2013
Team & coworkers

Colleagues at Fidelity Investments

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1 education record

Bryan Willson education

FAQ

Frequently asked questions about Bryan Willson

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What company does Bryan Willson work for?

Bryan Willson works for Fidelity Investments.

What is Bryan Willson's role at Fidelity Investments?

Bryan Willson is listed as Customer Relationship Advocate at Fidelity Investments at Fidelity Investments.

Where is Bryan Willson based?

Bryan Willson is based in Draper, Utah, United States while working with Fidelity Investments.

What companies has Bryan Willson worked for?

Bryan Willson has worked for Fidelity Investments, Martin'S, Banana Cafe, Pribramsky & Company, Llc, and Inspira Health Network.

Who are Bryan Willson's colleagues at Fidelity Investments?

Bryan Willson's colleagues at Fidelity Investments include Ian Anderson, Michael Shokery, Kruthika Kolume, Tabiri Cofie, and Jim Neidenbach.

How can I contact Bryan Willson?

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

What schools did Bryan Willson attend?

Bryan Willson holds Bachelor'S Degree, Accounting from West Chester University Of Pennsylvania.

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