Gillian Porretta Email and Phone Number
Gillian Porretta work email
- Valid
- Valid
- Valid
Gillian Porretta personal email
As a Central Relationship Manager at Fidelity Investments, I strive to build personal relationships with our clients to achieve mutual trust, comfort, and respect, in order to best support them on their personal financial journey.I am an alumnus of Michigan State University and received a Bachelor of Science degree in 2011. I spent six years specializing in commercial insurance before realizing that I desired a career more closely aligned with my personal interests. I have always been very passionate about financial education, and love helping my friends and family figure out unique financial solutions – it didn’t take me long to find my calling in the financial services industry. Helping clients plan for and reach their financial goals has given me the challenging and fulfilling career I was looking for!Originally from King City, Ontario, I grew up in Port Huron, Michigan, and am in love with the Mitten. In my free time, I enjoy sailing on our beautiful Great Lakes, snowboarding up north, and spending time with my family and friends.
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 52767
-
Central Relationship ManagerFidelity Investments Jan 2023 - Present
-
Financial ConsultantEquitable Advisors Jan 2020 - Jan 2023201 West Big Beaver Road, Suite 300, Troy, Mi 48084AXA Advisors has updated the overall brand for our family of companies to Equitable Advisors (effective January 14, 2020). -
Financial ConsultantAxa Advisors, Llc Apr 2018 - Jan 2020201 West Big Beaver Road, Suite 300, Troy, Mi 48084 -
Field Service RepresentativeAuto-Owners Insurance May 2015 - Mar 2018Royal Oak, Michigan AreaConduct premium audits for commercial policyholders throughout Lapeer, Oakland, and Livingston Counties. -
Commercial Lines UnderwriterAuto-Owners Insurance Jul 2014 - May 2015Lansing, Michigan AreaUnderwriting all lines of commercial insurance.
-
Business AnalystAuto-Owners Insurance Oct 2012 - Jul 2014Lansing, Michigan AreaManage project development (lead, coordinate, develop business rules, present, and implement); train new associates; schedule and run status and development meetings; delegate projects to team members; monitor overall project status of all departments involved.
-
Quality AnalystAuto-Owners Insurance May 2011 - Oct 2012Lansing, Michigan AreaWork with teams/departments involved in development of projects; testing of projects before and after implementation; communicate and resolve issues with IT department; support for associates in all branches; provide training information for new projects.
-
Customer Service AssociatePort Huron Golf Club May 2005 - May 2011Port Huron, MiCustomer service, office assistance, website development and maintenance, hostess, training wait staff, catering and special events.
-
Team MemberNoodles & Company Apr 2010 - Apr 2011East Lansing, MiWorked part-time while attending Michigan State University. Customer service, sales and marketing, wait staff, maintenance, hostess. -
Desk ReceptionistMichigan State University Dec 2007 - Dec 2009Assist residents with various needs (provide supplies, maintenance requests, report any issues to the appropriate parties); train new employees; conduct sales and handle payments; file, sort, send, deliver mail to/from residents.
Gillian Porretta Skills
Gillian Porretta Education Details
-
Physiology, General
Frequently Asked Questions about Gillian Porretta
What company does Gillian Porretta work for?
Gillian Porretta works for Fidelity Investments
What is Gillian Porretta's role at the current company?
Gillian Porretta's current role is Central Relationship Manager.
What is Gillian Porretta's email address?
Gillian Porretta's email address is gi****@****ble.com
What schools did Gillian Porretta attend?
Gillian Porretta attended Michigan State University.
What skills is Gillian Porretta known for?
Gillian Porretta has skills like Insurance, Financial Services, Microsoft Excel, Customer Service, Research, Business Succession Strategies, New Business Development, Insurance Planning, Wealth Preservation Strategies, Employee Benefits, Financial Consulting, Investment Advisory Services.
Who are Gillian Porretta's colleagues?
Gillian Porretta's colleagues are Chris Polacek, Deepika Nagori, Deb Kumar, Sohini Nath, Tuck Kennedy, Maverick Melton, Angelina Dicarlo.
Free Chrome Extension
Find emails, phones & company data instantly
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial