Relationship Manager
CurrentExcited to start my new career with an industry leader like Fidelity Investments!
Jul 2024 - Present
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Douglas Beard Email & Phone Number
Relationship Manager
at
Fidelity Investments
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 100%
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 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
6 roles
Douglas Beard work experience
A career timeline built from the work history available for this profile.
Sr. Investment Specialist
Jan 2020 - Nov 2023
Senior Internal Wholesaler
Sep 2009 - Dec 2019
Associate Regional Director
Apr 2008 - Sep 2009
Senior Internal Wholesaler
Dec 2002 - Apr 2008
Supervisor/Trainer - Ira Department
Jun 1993 - Dec 2002
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
SR
Sanjana Ramesh
Colleague at Fidelity InvestmentsAustin, Texas, United States
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NS
Nitish Sinha
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
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LB
Leah Boley
Colleague at Fidelity InvestmentsAlbuquerque, New Mexico, United States
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MP
Michael Pollock
Colleague at Fidelity InvestmentsSan Francisco, California, United States
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NP
Natalie Patterson
Colleague at Fidelity InvestmentsUnited States
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CS
Christopher Smith
Colleague at Fidelity InvestmentsRaleigh-Durham-Chapel Hill Area, United States
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VR
Vinayak Raj Urs
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
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NW
Nancy Willson
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States
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SR
Sorin Roman
Colleague at Fidelity InvestmentsHampton Falls, New Hampshire, United States
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BM
Brian Markham
Colleague at Fidelity InvestmentsUnited States
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Sanjana Ramesh
Colleague at Fidelity InvestmentsAustin, Texas, United States
View →
NS
Nitish Sinha
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
View →
LB
Leah Boley
Colleague at Fidelity InvestmentsAlbuquerque, New Mexico, United States
View →
MP
Michael Pollock
Colleague at Fidelity InvestmentsSan Francisco, California, United States
View →
NP
Natalie Patterson
Colleague at Fidelity InvestmentsUnited States
View →
CS
Christopher Smith
Colleague at Fidelity InvestmentsRaleigh-Durham-Chapel Hill Area, United States
View →
VR
Vinayak Raj Urs
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
View →
NW
Nancy Willson
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States
View →
SR
Sorin Roman
Colleague at Fidelity InvestmentsHampton Falls, New Hampshire, United States
View →
BM
Brian Markham
Colleague at Fidelity InvestmentsUnited States
View →
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 Sanjana Ramesh, Nitish Sinha, Leah Boley, Michael Pollock, and Natalie Patterson.
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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