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Marcus Shiotani is listed as Retirement Planner | Fidelity Investments Series 7, Series 66 at Fidelity Investments, a with 52767 employees, based in Salt Lake City Metropolitan Area, United States. AeroLeads shows a work email signal at fmr.com and a matched LinkedIn profile for Marcus Shiotani.
Marcus Shiotani previously worked as Retirement Planner at Fidelity Investments and Investment Solutions Representative at Fidelity Investments. Marcus Shiotani holds Bachelor Of Science, Finance And Financial Planning, Sophomore from Oregon State University College Of Business.
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AeroLeads found 1 current-domain work email signal for Marcus Shiotani. Compare company email patterns before reaching out.
Marcus Shiotani is a Retirement Planner | Fidelity Investments Series 7, Series 66 at Fidelity Investments. He possess expertise in public speaking, customer service, microsoft office, leadership, microsoft excel and 6 more skills. He is proficient in English.
Listed skills include Public Speaking, Customer Service, Microsoft Office, Leadership, and 7 others.
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• Provide participants with education on their company match, contribution limits, and investment options.• Engage participants in needs based analysis to identify appropriate solutions that will support their overall retirement plan.• Leverage guidance tools in order to assist with their investment strategy and retirement readiness.
• Have meaningful conversations about market trends, economic indicators, investment concepts, strategies, and solutions.• Provide investment direction by using guidance tools to match needs with suitable solutions such as products, research, and/or services.
Assist clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades.
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
Lokesh Nuthi
Colleague at Fidelity InvestmentsUnited States
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Gaurav Sancheti
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
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Audrey Howley
Colleague at Fidelity InvestmentsMilton, Massachusetts, United States
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Scott Ayers
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States
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Nestor Vargas
Colleague at Fidelity InvestmentsArgentina
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Ben Tarlow
Colleague at Fidelity InvestmentsWellesley Hills, Massachusetts, United States
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Kyle Weaver
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States
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Bob Guest
Colleague at Fidelity InvestmentsWeymouth, Massachusetts, United States
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Vanita Punjabi
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
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Asha Mallya
Colleague at Fidelity InvestmentsIndia
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Quick answers generated from the profile data available on this page.
Marcus Shiotani works for Fidelity Investments.
Marcus Shiotani is listed as Retirement Planner | Fidelity Investments Series 7, Series 66 at Fidelity Investments.
AeroLeads has found 1 work email signal at @fmr.com for Marcus Shiotani at Fidelity Investments.
Marcus Shiotani is based in Salt Lake City Metropolitan Area, United States while working with Fidelity Investments.
Marcus Shiotani has worked for Fidelity Investments and Intermountain Healthcare.
Marcus Shiotani's colleagues at Fidelity Investments include Lokesh Nuthi, Gaurav Sancheti, Audrey Howley, Scott Ayers, and Nestor Vargas.
You can use AeroLeads to view verified contact signals for Marcus Shiotani at Fidelity Investments, including work email, phone, and LinkedIn data when available.
Marcus Shiotani holds Bachelor Of Science, Finance And Financial Planning, Sophomore from Oregon State University College Of Business.
Marcus Shiotani is listed with skills including Public Speaking, Customer Service, Microsoft Office, Leadership, Microsoft Excel, Management, Team Building, and Social Media.
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