AeroLeads people directory · profile
Haley Goodman Email & Phone Number
Investment Solutions Representative
at
Fidelity Investments
1 work email found
@schwab.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Solutions Representative
Location
Cedar Hill, Texas, United States
Company size
Who is Haley Goodman? Overview
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Quick answer
Haley Goodman is listed as Investment Solutions Representative at Fidelity Investments, a with 83148 employees, based in Cedar Hill, Texas, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Haley Goodman.
Haley Goodman previously worked as Customer Relationship Advocate at Fidelity Investments and Childcare Provider at Other. Haley Goodman holds Bachelor Of Arts - Ba, Finance from Lake Forest College.
Company email context
Email format at Fidelity Investments
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{first}.{last}@schwab.com
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AeroLeads found 1 current-domain work email signal for Haley Goodman. Compare company email patterns before reaching out.
Profile bio
About Haley Goodman
Hello all, I recently graduated from Lake Forest College with a BA in Finance. I recently passed my Series 7 and Series 63 tests. I’m beyond excited to start training and being able to help clients at Fidelity! I believe that helping others is my path in life. I have been able to do this so far in my career by working at Charles Schwab as a Customer Service and Support Contingent Workforce Apprentice, at PACCAR Financial Corp as a Finance intern, and by being a nanny to multiple families during the school year. Both of my internships at Charles Schwab and PACCAR Financial Corp have helped me grow by being able to help clients directly. Not only has my communication skills grown by these internships but also my attention to detail, being able to stay focused in stressful situations, and learning how to prioritize projects and responsibilities in order to meet my deadlines in a timely manner. And because of my past experiences I’m so glad to be working at Fidelity as a CRA!
Listed skills include Leadership, Auditing, Presentation Skills, Pandas, and 19 others.
Current workplace
Haley Goodman's current company
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Fidelity Investments
11 roles
Haley Goodman work experience
A career timeline built from the work history available for this profile.
Customer Relationship Advocate
Current
Aug 2024 - Present
Childcare Provider
Other
For all my time at Lake Forest College, I have been a consistent babysitter for numerous families in town, typically working 10-15hours a week. I’ve cared for new borns all the way to managing teenagers. I’ve enjoyed being able to create a bond with the children and families I work for.
Aug 2021 - May 2024
Alpha Phi Omega President
Facilitated the workings of APO Alpha Zeta Delta for 2 semesters. Tasks included planning and delegating meetings, working with LFC staff for events and volunteer opportunities, attending APO state sectional meetings.
Dec 2022 - Nov 2023
Alpha Phi Omega Historian
May 2022 - Dec 2022
Finance Intern
Managed the file room with sensitive and confidential information and ensured it stayed organized with the set system in place. For June and part of July I was in charge of operating the MHC funding lines for their truck deals meaning I audited and ensured each contract matched insurance and truck titles. I conducted many truck audits on truck titles to ensure that our data matched each trucks VIN by going through each truck title. Successfully identified errors between our data and the trucks titles and helped a multi-million dollar deal between PFC and their client. Shadowed and conducted a whole sale audit on truck floor in Shreveport,LA. Shadowed a sales call to Austin, TX and Waco, TX and learned how PFC encourages and supports their relationships with dealerships.
May 2023 - Aug 2023
Client Service & Support Contingent Workforce Apprentice
• Directed clients in calls to solve problems with their accounts: password reset, device validation, and website navigation.• Ensured the safety of each clients’ accounts through verification, if needed would escalate calls to ID Theft. • Developed professional skills through trainings and leadership mentoring with managers.• Competed in a capstone project competition to find a way to improve Schwab practices from the interns' eyes. Presented to Schwab senior leadership and competed all the way to the semifinals.
Jan 2023 - Apr 2023
Calculus Teacher’S Assistant
Sep 2022 - Dec 2022
New Student Orientation Leader
Aug 2021 - Sep 2021
Administrative Assistant
Audited 200-300 residential apartment unit files per day, created a new organization system for the files of over 1000 units while converting the original 1 residential community to 5 separate ones.
May 2021 - Aug 2021
Kids Team Supervisor
Nov 2019 - Aug 2021
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 83148 employees →
FH
Faride H Yamin
Colleague at Fidelity InvestmentsHouston, Texas, United States
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SM
Sydney Majka, Cfa
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States
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OM
Omar Moustafa
Colleague at Fidelity InvestmentsNew York City Metropolitan Area, United States
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VS
Vijayshree Sewlia
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
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SC
Scott Cahoon
Colleague at Fidelity InvestmentsHingham, Massachusetts, United States
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PQ
Paul Quirke
Colleague at Fidelity InvestmentsIreland
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JB
Jonathan Bennett
Colleague at Fidelity InvestmentsFort Worth, Texas, United States
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VH
Victoria Hung
Colleague at Fidelity InvestmentsIrvine, California, United States
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DD
David Dhanasekar
Colleague at Fidelity InvestmentsChennai, Tamil Nadu, India
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DC
Deirdre Cunningham
Colleague at Fidelity InvestmentsMalden, Massachusetts, United States
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Faride H Yamin
Colleague at Fidelity InvestmentsHouston, Texas, United States
View →
SM
Sydney Majka, Cfa
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States
View →
OM
Omar Moustafa
Colleague at Fidelity InvestmentsNew York City Metropolitan Area, United States
View →
VS
Vijayshree Sewlia
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
View →
SC
Scott Cahoon
Colleague at Fidelity InvestmentsHingham, Massachusetts, United States
View →
PQ
Paul Quirke
Colleague at Fidelity InvestmentsIreland
View →
JB
Jonathan Bennett
Colleague at Fidelity InvestmentsFort Worth, Texas, United States
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VH
Victoria Hung
Colleague at Fidelity InvestmentsIrvine, California, United States
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DD
David Dhanasekar
Colleague at Fidelity InvestmentsChennai, Tamil Nadu, India
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DC
Deirdre Cunningham
Colleague at Fidelity InvestmentsMalden, Massachusetts, United States
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2 education records
Haley Goodman education
Bachelor Of Arts - Ba, Finance
Lake Forest College
High School Diploma
Allen High School
FAQ
Frequently asked questions about Haley Goodman
Quick answers generated from the profile data available on this page.
What company does Haley Goodman work for?
Haley Goodman works for Fidelity Investments.
What is Haley Goodman's role at Fidelity Investments?
Haley Goodman is listed as Investment Solutions Representative at Fidelity Investments.
What is Haley Goodman's email address?
AeroLeads has found 1 work email signal at @schwab.com for Haley Goodman at Fidelity Investments.
Where is Haley Goodman based?
Haley Goodman is based in Cedar Hill, Texas, United States while working with Fidelity Investments.
What companies has Haley Goodman worked for?
Haley Goodman has worked for Fidelity Investments, Other, Alpha Phi Omega National Service Fraternity, Paccar Financial Corp., and Charles Schwab.
Who are Haley Goodman's colleagues at Fidelity Investments?
Haley Goodman's colleagues at Fidelity Investments include Faride H Yamin, Sydney Majka, Cfa, Omar Moustafa, Vijayshree Sewlia, and Scott Cahoon.
How can I contact Haley Goodman?
You can use AeroLeads to view verified contact signals for Haley Goodman at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Haley Goodman attend?
Haley Goodman holds Bachelor Of Arts - Ba, Finance from Lake Forest College.
What skills is Haley Goodman known for?
Haley Goodman is listed with skills including Leadership, Auditing, Presentation Skills, Pandas, Peer Tutoring, Calculus, Peer Support, and Communication.
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