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John B. Email & Phone Number

Vice President, National Investor Center Leader at Fidelity Investments
Location: Cincinnati Metropolitan Area, United States 7 work roles 2 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Fidelity Investments
Role
Vice President, National Investor Center Leader
Location
Cincinnati Metropolitan Area, United States
Company size
52767 employees

Who is John B.? Overview

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Quick answer

John B. is listed as Vice President, National Investor Center Leader at Fidelity Investments, a with 52767 employees, based in Cincinnati Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for John B..

John B. previously worked as Team Leader, Workplace Planning & Advice at Fidelity Investments and Vice President, Executive Planning Consultant at Fidelity Investments. John B. holds Master Of Business Administration - Mba, Business Administration And Management, General from Xavier University.

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Email format at Fidelity Investments

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Fidelity Investments

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Profile bio

About John B.

CERTIFIED FINANCIAL PLANNER™Experienced leader, coach, and financial professional. A decade plus of client-facing financial planning experience specialized in equity compensation, investment management, estate planning, and business development.Active FINRA Series 7, 63, 9 & 10 licenses

Current workplace

John B.'s current company

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Fidelity Investments
Fidelity Investments
Vice President, National Investor Center Leader
boston, massachusetts, united states
Website
fidelity.com
Employees
52767
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Company profile
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7 roles

John B. work experience

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Vice President, National Investor Center Leader

Current
Fidelity Investments

Cincinnati Metropolitan Area

Oct 2024 - Present

Team Leader, Workplace Planning & Advice

Fidelity Investments

Cincinnati Metropolitan Area

Jan 2023 - Oct 2024

Vice President, Executive Planning Consultant

Fidelity Investments

Cincinnati Metropolitan Area

Nov 2021 - Jan 2023

Private Wealth Management Senior Relationship Manager

Fidelity Investments

Cincinnati Metropolitan Area

Jul 2017 - Nov 2021

Personal Banker

Fifth Third Bank

Cincinnati Metropolitan Area

Oct 2008 - Jan 2013
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 52767 employees →

DC David Curtis David Curtis Colleague at Fidelity InvestmentsDurham, North Carolina, United States View → AD Ashley Droppelman Ashley Droppelman Colleague at Fidelity InvestmentsCincinnati, Ohio, United States View → SN Sohini Nath Sohini Nath Colleague at Fidelity InvestmentsGreater Boston, United States View → PG Paige Gray Paige Gray Colleague at Fidelity InvestmentsHaslet, Texas, United States View → SJ Shobha J Mohan Shobha J Mohan Colleague at Fidelity InvestmentsBengaluru, Karnataka, India View → PM Patrick Mcnally Patrick Mcnally Colleague at Fidelity InvestmentsBoston, Massachusetts, United States View → QM Quinton Morckel, Mba Quinton Morckel, Mba Colleague at Fidelity InvestmentsDenver, Colorado, United States View → SV Scott Van Waterschoot Scott Van Waterschoot Colleague at Fidelity InvestmentsRaleigh, North Carolina, United States View → NW Nicholas Whalen, Cfa Nicholas Whalen, Cfa Colleague at Fidelity InvestmentsBoston, Massachusetts, United States View → DD Derrick D. Jacks Derrick D. Jacks Colleague at Fidelity InvestmentsRaleigh-Durham-Chapel Hill Area, United States View →
2 education records

John B. education

Master Of Business Administration - Mba, Business Administration And Management, General

Xavier University
FAQ

Frequently asked questions about John B.

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

What company does John B. work for?

John B. works for Fidelity Investments.

What is John B.'s role at Fidelity Investments?

John B. is listed as Vice President, National Investor Center Leader at Fidelity Investments.

Where is John B. based?

John B. is based in Cincinnati Metropolitan Area, United States while working with Fidelity Investments.

What companies has John B. worked for?

John B. has worked for Fidelity Investments, Mai Capital Management, Llc, and Fifth Third Bank.

Who are John B.'s colleagues at Fidelity Investments?

John B.'s colleagues at Fidelity Investments include David Curtis, Ashley Droppelman, Sohini Nath, Paige Gray, and Shobha J Mohan.

How can I contact John B.?

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

What schools did John B. attend?

John B. holds Master Of Business Administration - Mba, Business Administration And Management, General from Xavier University.

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