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Benjamin Sommer Email & Phone Number
Advantage 401(k) Account Executive I
at
Fidelity Investments
1 work email found
@fmr.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Current company
Role
Advantage 401(k) Account Executive I
Location
Cincinnati, Ohio, United States
Company size
Who is Benjamin Sommer? Overview
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Quick answer
Benjamin Sommer is listed as Advantage 401(k) Account Executive I at Fidelity Investments, a with 83148 employees, based in Cincinnati, Ohio, United States. AeroLeads shows a work email signal at fmr.com and a matched LinkedIn profile for Benjamin Sommer.
Benjamin Sommer previously worked as Sales Associate, Fidelity Advantage 401(K) at Fidelity Investments and Customer Relationship Advocate at Fidelity Investments. Benjamin Sommer holds Master Of Business Administration - Mba from University Of Cincinnati.
Company email context
Email format at Fidelity Investments
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{first}.{last}@fmr.com
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AeroLeads found 1 current-domain work email signal for Benjamin Sommer. Compare company email patterns before reaching out.
Profile bio
About Benjamin Sommer
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
Current workplace
Benjamin Sommer's current company
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Fidelity Investments
5 roles
Benjamin Sommer work experience
A career timeline built from the work history available for this profile.
Sales Associate, Fidelity Advantage 401(K)
Customer Relationship Advocate
May 2021 - Oct 2022
Client Service Intern
Jan 2021 - May 2021
Planners Assistant
Practice 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
Oct 2019 - Apr 2020
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 83148 employees →
AC
Adam Croweak
Colleague at Fidelity InvestmentsWalton, Kentucky, United States
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CF
Carl Falvey
Colleague at Fidelity InvestmentsProvidence, Rhode Island, United States
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NW
Nicholas Whalen, Cfa
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States
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DL
Dyjana Laughbon
Colleague at Fidelity InvestmentsSalt Lake City, Utah, United States
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LP
Lydia Parkinson
Colleague at Fidelity InvestmentsSalt Lake City, Utah, United States
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WA
Will Atchley
Colleague at Fidelity InvestmentsNewport, Kentucky, United States
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BD
Bryson Davis
Colleague at Fidelity InvestmentsCharlotte, North Carolina, United States
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MA
Mark A Medley
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States
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SC
Scott Cahoon
Colleague at Fidelity InvestmentsHingham, Massachusetts, United States
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JK
Jonathan Kobler
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States
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Adam Croweak
Colleague at Fidelity InvestmentsWalton, Kentucky, United States
View →
CF
Carl Falvey
Colleague at Fidelity InvestmentsProvidence, Rhode Island, United States
View →
NW
Nicholas Whalen, Cfa
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States
View →
DL
Dyjana Laughbon
Colleague at Fidelity InvestmentsSalt Lake City, Utah, United States
View →
LP
Lydia Parkinson
Colleague at Fidelity InvestmentsSalt Lake City, Utah, United States
View →
WA
Will Atchley
Colleague at Fidelity InvestmentsNewport, Kentucky, United States
View →
BD
Bryson Davis
Colleague at Fidelity InvestmentsCharlotte, North Carolina, United States
View →
MA
Mark A Medley
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States
View →
SC
Scott Cahoon
Colleague at Fidelity InvestmentsHingham, Massachusetts, United States
View →
JK
Jonathan Kobler
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States
View →
3 education records
Benjamin Sommer education
Master Of Business Administration - Mba
Finance, Financial Planning And Services, 3.27
High School Diploma
Anderson High School
FAQ
Frequently asked questions about Benjamin Sommer
Quick answers generated from the profile data available on this page.
What company does Benjamin Sommer work for?
Benjamin Sommer works for Fidelity Investments.
What is Benjamin Sommer's role at Fidelity Investments?
Benjamin Sommer is listed as Advantage 401(k) Account Executive I at Fidelity Investments.
What is Benjamin Sommer's email address?
AeroLeads has found 1 work email signal at @fmr.com for Benjamin Sommer at Fidelity Investments.
Where is Benjamin Sommer based?
Benjamin Sommer is based in Cincinnati, Ohio, United States while working with Fidelity Investments.
What companies has Benjamin Sommer worked for?
Benjamin Sommer has worked for Fidelity Investments, Ameriprise Financial Services, Llc, and Lincoln Financial Group.
Who are Benjamin Sommer's colleagues at Fidelity Investments?
Benjamin Sommer's colleagues at Fidelity Investments include Adam Croweak, Carl Falvey, Nicholas Whalen, Cfa, Dyjana Laughbon, and Lydia Parkinson.
How can I contact Benjamin Sommer?
You can use AeroLeads to view verified contact signals for Benjamin Sommer at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Benjamin Sommer attend?
Benjamin Sommer holds Master Of Business Administration - Mba from University Of Cincinnati.
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