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@fidelity.com
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1 phone found area 617
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LinkedIn matched
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Jonathan Marchetti is listed as Vice President, Client Service Leader at Fidelity Investments at Fidelity Investments, a with 52767 employees, based in Smithfield, Rhode Island, United States. AeroLeads shows a work email signal at fidelity.com, phone signal with area code 617, and a matched LinkedIn profile for Jonathan Marchetti.
Jonathan Marchetti previously worked as Client Service Leader at Fidelity Investments and Senior Director at Fidelity Investments. Jonathan Marchetti holds Master Of Professional Accountancy (Mpac), Financial Planning And Services from Rhode Island College.
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AeroLeads found 1 current-domain work email signal for Jonathan Marchetti. Compare company email patterns before reaching out.
Enthusiastic, self motivated, relationship management expert possessing customer centric focus and keen eye for new business development opportunities. Proven value creation for client base given 10+ year track record of asset value enhancement for assigned branches and/or customer portfolio.
Listed skills include Relationship Management, Mutual Funds, Portfolio Management, Series 7, and 17 others.
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Smithfield, Rhode Island, United States
I am honored to join our new Smithfield RI Regional Center where I have the privilege of working alongside our talented leadership team striving to deliver world class experiences for our clients, our associates and each other.
Key responsibilities include performance of all aspects of wealth management services for assigned portfolio of 23 clients. Manage combined book of business of $2B in advisor assets.
Gathered assets, increased sales and revenue to the local bank branches, provided investment advice and analysis. Coordinated, promoted, and facilitated seminars with branch employees and potential customers to showcase targeted suite of consumer products.
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
Stephanie Dunaway
Colleague at Fidelity InvestmentsCincinnati, Ohio, United States
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Marlene Mahlock Wolfe
Colleague at Fidelity InvestmentsCincinnati Metropolitan Area, United States
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Julian Kidd, Cfp®
Colleague at Fidelity InvestmentsDenver, Colorado, United States
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Nancy Willson
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States
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Daria Shkut, Cfa
Colleague at Fidelity InvestmentsUnited States
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Stephanie Livingstone
Colleague at Fidelity InvestmentsGreater Boston, United States
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Stuart Bristow
Colleague at Fidelity InvestmentsAustin, Texas, United States
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Karthikeyan Sundaram
Colleague at Fidelity InvestmentsDurham, North Carolina, United States
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Caron Ellis
Colleague at Fidelity InvestmentsMount Holly, New Jersey, United States
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Pandiyan Subash
Colleague at Fidelity InvestmentsChennai, Tamil Nadu, India
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Quick answers generated from the profile data available on this page.
Jonathan Marchetti works for Fidelity Investments.
Jonathan Marchetti is listed as Vice President, Client Service Leader at Fidelity Investments at Fidelity Investments.
AeroLeads has found 1 work email signal at @fidelity.com for Jonathan Marchetti at Fidelity Investments.
AeroLeads has found 1 phone signal(s) with area code 617 for Jonathan Marchetti at Fidelity Investments.
Jonathan Marchetti is based in Smithfield, Rhode Island, United States while working with Fidelity Investments.
Jonathan Marchetti has worked for Fidelity Investments, Citizens Bank, and Quick & Reilly.
Jonathan Marchetti's colleagues at Fidelity Investments include Stephanie Dunaway, Marlene Mahlock Wolfe, Julian Kidd, Cfp®, Nancy Willson, and Daria Shkut, Cfa.
You can use AeroLeads to view verified contact signals for Jonathan Marchetti at Fidelity Investments, including work email, phone, and LinkedIn data when available.
Jonathan Marchetti holds Master Of Professional Accountancy (Mpac), Financial Planning And Services from Rhode Island College.
Jonathan Marchetti is listed with skills including Relationship Management, Mutual Funds, Portfolio Management, Series 7, Series 24, Series 99, Series 63, and Retirement.
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