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James Kiley Email & Phone Number

Investment Management Consultant II at Fidelity Investments
Location: United States, United States, United States 7 work roles 1 school
1 work email found @fidelity.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email j****@fidelity.com
LinkedIn Profile matched
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Current company
Fidelity Investments
Role
Investment Management Consultant II
Location
United States, United States, United States
Company size
10 employees

Who is James Kiley? Overview

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Quick answer

James Kiley is listed as Investment Management Consultant II at Fidelity Investments, a company with 10 employees, based in United States, United States, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for James Kiley.

James Kiley previously worked as Portfolio Specialist at Fidelity Investments and Client Management Representative at Fidelity Investments. James Kiley holds Bachelors, Finance from Kent State University.

Company email context

Email format at Fidelity Investments

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{first}.{last}@fidelity.com
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AeroLeads found 1 current-domain work email signal for James Kiley. Compare company email patterns before reaching out.

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Profile bio

About James Kiley

Structured and motivated self-starter, a respected leader with a “roll up your sleeves” work ethic and proven ability to work autonomously and in a team environment. Excels in developing and executing comprehensive business strategies in a results-based, client-centered environment. Highly analytical, able to quickly understand and articulate complex topics. Proven expertise in building strong intracompany partnerships with key personnel across multiple lines of business. Strongly developed written and oral communication skills and the ability to manage multiple tasks simultaneously.

Current workplace

James Kiley's current company

Company context helps verify the profile and gives searchers a useful next step.

Fidelity Investments
Fidelity Investments
Investment Management Consultant II
Website
fidelity.com
Employees
10
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Company profile
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7 roles

James Kiley work experience

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

Investment Management Consultant Ii

Current
Fidelity Investments

Boston, MA, US

Jan 2023 - Present

Client Management Representative

Fidelity Investments

Boston, MA, US

I help support and consult with Fidelity clients who have managed portfolios.

Jun 2021 - Jan 2022

Premier Banker

Wells Fargo

San Francisco, California, US

Relationship Manager for High Net Worth clientele at high volume regional banking center.Provides comprehensive full balance sheet financial consulting to High Net Worth clientele, specializing in investment management, trust and estate planning, and custom credit solutions.Leads High Net Worth client development initiative. Trained and mentored a team of.

Jan 2015 - May 2021

Financial Advisor

Bank Of America Merrill Lynch

Charlotte, NC, US

Designed sophisticated investment models for High Net Worth clients by blending quantitative analysis and behavioral finance into a systematic, rules-based portfolio management process.Created a quantitative, goals-based investment management algorithm to systematically remove behavioral biases from the portfolio management process.Developed multi-tiered.

Jun 2011 - Jan 2015

Vice President

Amerifund Capital

Provided sophisticated, tax efficient liquidity strategies to owners of concentrated equity positions without the necessity of a sale.Offered recourse and non-recourse no-margin-call loans against free trading, aged affiliate, and restricted stock.Developed trusted relationships with key centers of influence in the investment banking, financial services.

Nov 2010 - Jun 2011

Vice President Investments

Jpmorgan Chase & Co.

New York, NY, US

Managed High Net Worth investment initiatives at multiple retail banking centers.Collaborated with key leadership personnel and developed strategies for integrating the banking and investment lines of business to deepen High Net Worth relationships and provide a more comprehensive end to end client experience.Trained, mentored, and partnered with top.

Oct 2009 - Nov 2010
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 10 employees →

NN Nik Nikitovich Nik Nikitovich Colleague at Fidelity InvestmentsDenver Metropolitan Area, United States View → RH Rodney Heckman Rodney Heckman Colleague at Fidelity InvestmentsSachse, Texas, United States, United States View → JA Jean-Baptiste Afflack Jean-Baptiste Afflack Colleague at Fidelity InvestmentsLos Angeles, California, United States, United States View → SK Sushmitha Kumar Sushmitha Kumar Colleague at Fidelity InvestmentsChennai, Tamil Nadu, India, India View → ES Eric Smyrl Eric Smyrl Colleague at Fidelity InvestmentsManchester, New Hampshire, United States, United States View → JD Jermaine D. Edwards, Cfp® Jermaine D. Edwards, Cfp® Colleague at Fidelity InvestmentsCenter Valley, Pennsylvania, United States, United States View → CC Cyndi Cusack Cyndi Cusack Colleague at Fidelity InvestmentsMerrimack, New Hampshire, United States, United States View → AS Anneliese Schumacher Anneliese Schumacher Colleague at Fidelity InvestmentsDallas, Texas, United States, United States View → JM Jack Moran Jack Moran Colleague at Fidelity InvestmentsGreater Boston, United States View → LA Lokeshwaran Annamalai Lokeshwaran Annamalai Colleague at Fidelity InvestmentsGarner, North Carolina, United States, United States View →
1 education record

James Kiley education

  • Kent State University
    Kent State University
    Finance
FAQ

Frequently asked questions about James Kiley

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

What company does James Kiley work for?

James Kiley works for Fidelity Investments.

What is James Kiley's role at Fidelity Investments?

James Kiley is listed as Investment Management Consultant II at Fidelity Investments.

What is James Kiley's email address?

AeroLeads has found 1 work email signal at @fidelity.com for James Kiley at Fidelity Investments.

Where is James Kiley based?

James Kiley is based in United States, United States, United States while working with Fidelity Investments.

What companies has James Kiley worked for?

James Kiley has worked for Fidelity Investments, Wells Fargo, Bank Of America Merrill Lynch, Amerifund Capital, and Jpmorgan Chase & Co..

Who are James Kiley's colleagues at Fidelity Investments?

James Kiley's colleagues at Fidelity Investments include Nik Nikitovich, Rodney Heckman, Jean-Baptiste Afflack, Sushmitha Kumar, and Eric Smyrl.

How can I contact James Kiley?

You can use AeroLeads to view verified contact signals for James Kiley at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did James Kiley attend?

James Kiley holds Bachelors, Finance from Kent State University.

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