Kevin Palm

Kevin Palm Email and Phone Number

Workplace Planning Consultant II at Fidelity Investments @ Fidelity Investments
Kevin Palm's Location
Boulder, Colorado, United States, United States
Kevin Palm's Contact Details

Kevin Palm personal email

n/a
About Kevin Palm

Workplace Planning Consultant - Fidelity InvestmentsGraduate from the University of Colorado Boulder (Accounting & Finance)(303) 845-0448kevin.palm11@yahoo.com

Kevin Palm's Current Company Details
Fidelity Investments

Fidelity Investments

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Workplace Planning Consultant II at Fidelity Investments
Website:
fidelity.com
Employees:
10
Company email:
Johrenk7@gmail.com
Kevin Palm Work Experience Details
  • Fidelity Investments
    Workplace Planning Consultant Ii
    Fidelity Investments Jun 2021 - Present
    Boston, Ma, Us
    View
  • Fidelity Investments
    Workplace Planning Consultant I
    Fidelity Investments Dec 2020 - Jul 2021
    Boston, Ma, Us
    View
  • Fidelity Investments
    Workplace Planning Associate
    Fidelity Investments Jun 2020 - Dec 2020
    Boston, Ma, Us
    View
  • Financial Steward Associates Llc
    Client Service Associate
    Financial Steward Associates Llc Dec 2019 - Jun 2020
    Boulder, Colorado, Us
    View
  • Merritt Aluminum Products Company
    Slaes Associate
    Merritt Aluminum Products Company Jan 2019 - Dec 2019
    Fort Lupton, Colorado, Us
    View
  • Northwestern Mutual
    Financial Representative Intern
    Northwestern Mutual Dec 2017 - Jan 2019
    Milwaukee, Wi, Us
    Meeting with clients to discuss financial goals/creating and implementing custom financial plans to meet client needs Recommending the appropriate products, and assist the client in utilizing the product in a financial planActively prospecting for new clientsAssist clients in underwriting, and walk them through product applicationsParticipate in joint work meetings with Senior Advisors for high net worth individuals
    View

Kevin Palm Skills

Finance Accounting Economics Microsoft Office Sports Leadership Team Leadership Insurance Life Insurance Retirement Planning

Kevin Palm Education Details

  • University Of Colorado Boulder - Leeds School Of Business
    University Of Colorado Boulder - Leeds School Of Business
    Accounting And Finance
  • Longmont High School
    Longmont High School
    High School

Frequently Asked Questions about Kevin Palm

What company does Kevin Palm work for?

Kevin Palm works for Fidelity Investments

What is Kevin Palm's role at the current company?

Kevin Palm's current role is Workplace Planning Consultant II at Fidelity Investments.

What is Kevin Palm's email address?

Kevin Palm's email address is ke****@****ado.edu

What schools did Kevin Palm attend?

Kevin Palm attended University Of Colorado Boulder - Leeds School Of Business, Longmont High School.

What skills is Kevin Palm known for?

Kevin Palm has skills like Finance, Accounting, Economics, Microsoft Office, Sports, Leadership, Team Leadership, Insurance, Life Insurance, Retirement Planning.

Who are Kevin Palm's colleagues?

Kevin Palm's colleagues are Kanyalakshmi G, Lynn Mclachlan, Cody Brookes, Nicholas "nico" Echevarria, Kelly Fan, Aman Mujawar, Marlane O'neil.

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