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Douglas Beard Email & Phone Number

Relationship Manager at Fidelity Investments
Location: Rocklin, California, United States 6 work roles 1 school
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✓ Verified May 2026 3 data sources Profile completeness 100%

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Current company
Role
Relationship Manager
Location
Rocklin, California, United States
Company size

Who is Douglas Beard? Overview

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Quick answer

Douglas Beard is listed as Relationship Manager at Fidelity Investments, a company with 52767 employees, based in Rocklin, California, United States. AeroLeads shows a matched LinkedIn profile for Douglas Beard.

Douglas Beard previously worked as Sr. Investment Specialist at Principal Asset Management and Senior Internal Wholesaler at Principal Funds. Douglas Beard studied at Sierra College.

Company email context

Email format at Fidelity Investments

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Fidelity Investments

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Profile bio

About Douglas Beard

Douglas Beard is a Relationship Manager at Fidelity Investments. He possess expertise in series 7, series 63, securities, mutual funds, retirement and 4 more skills.

Listed skills include Series 7, Series 63, Securities, Mutual Funds, and 5 others.

Current workplace

Douglas Beard's current company

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Fidelity Investments
Fidelity Investments
Relationship Manager
boston, massachusetts, united states
Website
Employees
52767
AeroLeads page
6 roles

Douglas Beard work experience

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Relationship Manager

Current

Roseville, California, United States

Excited to start my new career with an industry leader like Fidelity Investments!

Jul 2024 - Present

Supervisor/Trainer - Ira Department

Sacramento, California Area

Jun 1993 - Dec 2002
Team & coworkers

Colleagues at Fidelity Investments

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1 education record

Douglas Beard education

FAQ

Frequently asked questions about Douglas Beard

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

What company does Douglas Beard work for?

Douglas Beard works for Fidelity Investments.

What is Douglas Beard's role at Fidelity Investments?

Douglas Beard is listed as Relationship Manager at Fidelity Investments.

Where is Douglas Beard based?

Douglas Beard is based in Rocklin, California, United States while working with Fidelity Investments.

What companies has Douglas Beard worked for?

Douglas Beard has worked for Fidelity Investments, Principal Asset Management, Principal Funds, Principal Funds Distributor, Inc, and Wells Fargo Bank.

Who are Douglas Beard's colleagues at Fidelity Investments?

Douglas Beard's colleagues at Fidelity Investments include Geovanny Filpo, Erika De Carvalho Corrêa Silva, Justin Gaetano, Danielle Musick, and Ohiani Abdulkadir.

How can I contact Douglas Beard?

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

What schools did Douglas Beard attend?

Douglas Beard studied at Sierra College.

What skills is Douglas Beard known for?

Douglas Beard is listed with skills including Series 7, Series 63, Securities, Mutual Funds, Retirement, Retirement Planning, Uniform Combined State Law, and 401K.

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