Garrett White Email and Phone Number
Garrett White work email
- Valid
Garrett White personal email
I am a diligent and hardworking individual pursuing a career in financial services with a bachelor's degree from Fairfield University's Dolan School of Business in finance and business analytics. I look forward to learning more about the financial services industry. I am currently working as Investment Solutions Representative for Fidelity Investments
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 52767
-
Investment Solutions Representative IiFidelity Investments Aug 2023 - Present
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Investment Solutions RepresentativeFidelity Investments Jan 2023 - Aug 2023
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High Net Worth AssociateFidelity Investments Sep 2021 - Jan 2023Smithfield, Rhode Island, United States
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Investment SpecialistMerrill Lynch Feb 2021 - Aug 2021 -
Financial Services RepresentativeMerrill Lynch Jun 2020 - Feb 2021
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Summer AnalystBank Of America Merrill Lynch Jun 2019 - Aug 2019United StatesWorked on a team that manages assets for high worth and ultra-high net worth clients.Researched equities, ETFs, and alternative investments for client investment strategies. Customized financial plans and wealth outlooks for clients, specific to their personal goals.Provided daily support and oversight of existing business, including account updates and fund transfers. -
InternMorgan Stanley Jun 2017 - Sep 2017NorwellAssisted financial advisers with investment and 401(k) analysis for $3.5 billion in assetsResearched potential investment options used by financial advisers to build client portfoliosCalculated wealth growth utilizing various financial models and external comparisonsGathered data on client companies for analysis of employee profiles and 401(k) plansEdited and enhanced PowerPoint presentations for 401(k) client communicationsIdentified potential prospects to build the business clientele
Garrett White Skills
Garrett White Education Details
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Finance And Business Analytics -
Bachelor Of Business Administration - Bba -
Acton Boxborough Regional High SchoolHigh School Diploma
Frequently Asked Questions about Garrett White
What company does Garrett White work for?
Garrett White works for Fidelity Investments
What is Garrett White's role at the current company?
Garrett White's current role is Investment Solutions Representative II.
What is Garrett White's email address?
Garrett White's email address is ga****@****fmr.com
What schools did Garrett White attend?
Garrett White attended Fairfield University, University Of Toronto - Rotman School Of Management, Boston University, Acton Boxborough Regional High School.
What skills is Garrett White known for?
Garrett White has skills like Leadership, Teamwork, Social Media, Microsoft Excel, Microsoft Powerpoint.
Who are Garrett White's colleagues?
Garrett White's colleagues are Thomas Weymouth, Eric Driscoll, Ryan Creen, Natalie Yang, Tom Paul, Adam Congrove, Mike Sakr.
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Garrett W.
Greater Chicago Area6gmail.com, purdue.edu, homesmiths.co.uk, accenture.com, noratrans.com, northwesternmutual.com4 +163091XXXXX
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Garrett White
Austin, Tx3gmail.com, buyersbarricades.com, schmidt-electric.com -
2partnersgroup.com, tillmaninfrastructure.com -
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