Benjamin Sommer Email and Phone Number
Benjamin Sommer work email
- Valid
Benjamin Sommer personal email
Part of the Advantage 401(K) sales team at Fidelity. Our goal is to help fill the retirement coverage gap for small businesses. I am proud to have just received my MBA from the University of Cincinnati. I enjoy time spent with family and friends and love to get outdoors for a round of golf or live music. Views expressed are as of the date indicated and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the author, and not necessarily those of Fidelity Investments. Links to third-party web sites may be shared on this page. Those sites are unaffiliated with Fidelity. Fidelity has not been involved in the preparation of the content supplied at the unaffiliated site and does not guarantee or assume any responsibility for its content. Fidelity Brokerage Services LLC, Member NYSE, SIPC 900 Salem Street, Smithfield, RI 02917 1051572.1.0
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 83148
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Advantage 401(K) Account Executive IFidelity InvestmentsCincinnati, Oh, Us
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Sales Associate, Fidelity Advantage 401(K)Fidelity Investments Sep 2022 - PresentCovington, Kentucky, United States
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Customer Relationship AdvocateFidelity Investments May 2021 - Oct 2022Covington, Kentucky, United States
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Client Service InternAmeriprise Financial Services, Llc Jan 2021 - May 2021740 Centre View Blvd Fl 5, Crestview Hills, Ky 41017 -
Planners AssistantLincoln Financial Group Oct 2019 - Apr 2020Cincinnati, Ohio, United StatesPractice Assistant | Lincoln Financial Group | Dougherty & Associates |Utilized a CRM system to maintain central communication and organization between 6 team membersOptimized, updated, and prepared portfolio holdings workbooks and reports for client-advisor meetings dailyCompiled specific client accounts in Omni Source and Morningstar for performance reports dailySet up accounts for new and existing clients, and fulfill requests clients have with their respected accountsMaintained professionalism under a practice led by three licensed advisorsWorked primarily within MS Excel, Morningstar, Redtail, Omnisource, Wealthscape, and a number of other tools provided by the Lincoln Financial Group
Benjamin Sommer Education Details
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Master Of Business Administration - Mba -
Anderson High SchoolHigh School Diploma
Frequently Asked Questions about Benjamin Sommer
What company does Benjamin Sommer work for?
Benjamin Sommer works for Fidelity Investments
What is Benjamin Sommer's role at the current company?
Benjamin Sommer's current role is Advantage 401(k) Account Executive I.
What is Benjamin Sommer's email address?
Benjamin Sommer's email address is be****@****fmr.com
What schools did Benjamin Sommer attend?
Benjamin Sommer attended University Of Cincinnati, University Of Cincinnati, Anderson High School.
Who are Benjamin Sommer's colleagues?
Benjamin Sommer's colleagues are Cheyenne Perry, Ryan Card, Julie Corbett, Drake D., Jonah Sonntag, Mckay Robbins, Garret Warren.
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Benjamin Sommer
Incoming Summer Analyst At Starwood Capital Group | Economics & History At Vanderbilt | Healthtech InnovatorNashville Metropolitan Area
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