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Gian Perrotta, Cfp® Crpc® Email & Phone Number

Facilitator, IICG at Fidelity Investments
Location: Providence, Rhode Island, United States 8 work roles 2 schools
1 work email found @ml.com 1 phone found area 401 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email g****@ml.com
Direct phone (401) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Fidelity Investments
Role
Facilitator, IICG
Location
Providence, Rhode Island, United States
Company size
83148 employees

Who is Gian Perrotta, Cfp® Crpc®? Overview

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Quick answer

Gian Perrotta, Cfp® Crpc® is listed as Facilitator, IICG at Fidelity Investments, a company with 83148 employees, based in Providence, Rhode Island, United States. AeroLeads shows a work email signal at ml.com, phone signal with area code 401, and a matched LinkedIn profile for Gian Perrotta, Cfp® Crpc®.

Gian Perrotta, Cfp® Crpc® previously worked as Merrill Financial Solutions Advisor at Merrill Lynch and AVP, Financial Solutions Advisor at Merrill Edge. Gian Perrotta, Cfp® Crpc® holds Bachelor Of Science - Bs, Business Administration, Concentration In Financial Services, Cfp Track from Bryant University.

Company email context

Email format at Fidelity Investments

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*@ml.com
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AeroLeads found 1 current-domain work email signal for Gian Perrotta, Cfp® Crpc®. Compare company email patterns before reaching out.

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Profile bio

About Gian Perrotta, Cfp® Crpc®

Motivated financial advisor looking to help guide clients on their financial journey. I have experience creating and implementing financial plans for clients and their families. My process involves taking the time to understand what is important to you and building your strategy around your priorities. I am driven to ensure your financial life is in order and strive to provide all my clients with an exceptional service.I received my Bachelor of Science in Business Administration from Bryant University and I am a CERTIFIED FINANCIAL PLANNER™ and I hold the CRPC® Professional Designation.

Listed skills include Leadership, Task Driven, Organization Skills, Event Planning, and 13 others.

Current workplace

Gian Perrotta, Cfp® Crpc®'s current company

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Fidelity Investments
Fidelity Investments
Facilitator, IICG
Smithfield, RI, US
Website
fidelity.com
Employees
83148
AeroLeads page
Company profile
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8 roles

Gian Perrotta, Cfp® Crpc® work experience

A career timeline built from the work history available for this profile.

Merrill Financial Solutions Advisor

Current
Merrill Lynch

New York, NY, US

Financial Advisor in Merrill Lynch Wealth Management office. Working 1 on 1 with clients to develop financial plans for all of their financial priorities. Implementing a wide range of wealth management solutions to help achieve desired result. On going review and support of financial plan to ensure clients stay on track.

Sep 2022 - Present

Avp, Financial Solutions Advisor

Merrill Edge

Bank of America Financial Center based advisor working with clients delivering both banking and investment solutions that are aligned to help client’s financial goals. Providing ongoing advice and guidance in an advisory capacity to clients with managed investment accounts.

Jun 2020 - Sep 2022

Financial Coordinator

Bryant University

Smithfield, RI, US

I worked under the Associate Director of Financial Services and Operations in Student Engagement. I oversaw all procurement cards that are issued to the student clubs and organizations. I made sure all purchases are charged to the right budgets. I also prepared the monthly statements for our records and for in house audits. My role also entailed me to.

Jan 2017 - May 2020

Head Office Aide

Bryant University

Smithfield, RI, US

I oversaw operations in the Resource Center. Our office issues Procurement Cards and Service Forms for all clubs and organizations on campus. We print posters, approve spending requests, lend out supplies, and allow access to club lockers. As head office aide I am in charge of bi-weekly meetings, scheduling the student workers, as well as handling any.

Aug 2017 - Dec 2017

Office Aide

Bryant University

Smithfield, RI, US

Worked in the OCE Resource Center helping to distribute procurement cards to student organizations for club expenditures. I printed posters, approved spending requests, lent out supplies, and allowed access to club lockers. Over the summer I worked with the Orientation team completing several back office tasks to help the incoming freshmen orientation run.

Sep 2016 - Aug 2017

Summer Analyst, Advisor Development Program

Bank Of America

Charlotte, NC, US

Trainings Completed:-MyLearning online assessments and exercises-Core training on internal systems used – learned how to navigate FactSet, Siebel, Salesforce -Research Based Solutions Training—learned how to deepen relationships with clients through emotional style metricsTaking Calls:-Took 10+ service calls per day for one week-Conducted retirement.

Jun 2019 - Aug 2019

Intern - Equity Lending

Navigant Credit Union

Smithfield, Rhode Island, US

Assisted with creating loan application files, ordering home appraisal reports, ordered insurance binders, and prepared closing packages for approved loans.

Jun 2018 - Aug 2018
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 83148 employees →

AA Ahmad Al Jazaery Ahmad Al Jazaery Colleague at Fidelity Investments Lane Cove West, New South Wales, Australia, Australia View → RM Rachel Melton Rachel Melton Colleague at Fidelity Investments Albuquerque-Santa Fe Metropolitan Area, United States View → AM Andrew Megia Andrew Megia Colleague at Fidelity Investments San Francisco Bay Area, United States, United States View → JC John Chow John Chow Colleague at Fidelity Investments Providence, Rhode Island, United States, United States View → KR Katie Riley Katie Riley Colleague at Fidelity Investments Greater Boston, United States View → SV Summer Vose Summer Vose Colleague at Fidelity Investments Derry, New Hampshire, United States, United States View → RH Rodney Heckman Rodney Heckman Colleague at Fidelity Investments Sachse, Texas, United States, United States View → CP Chris Perez Chris Perez Colleague at Fidelity Investments United States, United States View → FH Fred Hidalgo Fred Hidalgo Colleague at Fidelity Investments Los Angeles Metropolitan Area, United States, United States View → MD Michael Duchemin Michael Duchemin Colleague at Fidelity Investments Charlotte Metro, United States, United States View →
2 education records

Gian Perrotta, Cfp® Crpc® education

Bachelor Of Science - Bs, Business Administration, Concentration In Financial Services, Cfp Track

Bryant University

High School Dipolma

La Salle Academy Ri
FAQ

Frequently asked questions about Gian Perrotta, Cfp® Crpc®

Quick answers generated from the profile data available on this page.

What company does Gian Perrotta, Cfp® Crpc® work for?

Gian Perrotta, Cfp® Crpc® works for Fidelity Investments.

What is Gian Perrotta, Cfp® Crpc®'s role at Fidelity Investments?

Gian Perrotta, Cfp® Crpc® is listed as Facilitator, IICG at Fidelity Investments.

What is Gian Perrotta, Cfp® Crpc®'s email address?

AeroLeads has found 1 work email signal at @ml.com for Gian Perrotta, Cfp® Crpc® at Fidelity Investments.

What is Gian Perrotta, Cfp® Crpc®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 401 for Gian Perrotta, Cfp® Crpc® at Fidelity Investments.

Where is Gian Perrotta, Cfp® Crpc® based?

Gian Perrotta, Cfp® Crpc® is based in Providence, Rhode Island, United States while working with Fidelity Investments.

What companies has Gian Perrotta, Cfp® Crpc® worked for?

Gian Perrotta, Cfp® Crpc® has worked for Fidelity Investments, Merrill Lynch, Merrill Edge, Bryant University, and Bank Of America.

Who are Gian Perrotta, Cfp® Crpc®'s colleagues at Fidelity Investments?

Gian Perrotta, Cfp® Crpc®'s colleagues at Fidelity Investments include Ahmad Al Jazaery, Rachel Melton, Andrew Megia, John Chow, and Katie Riley.

How can I contact Gian Perrotta, Cfp® Crpc®?

You can use AeroLeads to view verified contact signals for Gian Perrotta, Cfp® Crpc® at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Gian Perrotta, Cfp® Crpc® attend?

Gian Perrotta, Cfp® Crpc® holds Bachelor Of Science - Bs, Business Administration, Concentration In Financial Services, Cfp Track from Bryant University.

What skills is Gian Perrotta, Cfp® Crpc® known for?

Gian Perrotta, Cfp® Crpc® is listed with skills including Leadership, Task Driven, Organization Skills, Event Planning, Social Media, Marketing, Microsoft Excel, and Microsoft Office.

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