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Michael Bozzi Email & Phone Number

Financial Consultant at Fidelity Investments
Location: Greater Boston, United States, United States 7 work roles 1 school
1 work email found @fidelity.com LinkedIn matched
4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email m****@fidelity.com
LinkedIn Profile matched
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Current company
Fidelity Investments
Role
Financial Consultant
Location
Greater Boston, United States, United States
Company size
10 employees

Who is Michael Bozzi? Overview

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Quick answer

Michael Bozzi is listed as Financial Consultant at Fidelity Investments, a company with 10 employees, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Michael Bozzi.

Michael Bozzi previously worked as Vice President, Financial Advisor at Morgan Stanley and Vice President, Business Development Manager at Morgan Stanley. Michael Bozzi holds Bachelor Of Science In Business Administration, Major In Finance, Minor In Economics from Plymouth 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 Michael Bozzi. Compare company email patterns before reaching out.

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Profile bio

About Michael Bozzi

Born and raised on the North Shore of Boston with 20+ years in financial services as a Financial Advisor/Planner and Business Development Manager. At Merrill Lynch I was a member of the Barrons nationally ranked Private Banking & Investment team "The Sharma Group". We were also awarded the designation of the top advisory team in Massachusetts. I then continued to work with High Net Worth clients at TIAA, creating comprehensive financial plans to help guide my clients to accomplish various investment goals and retirement income needs. For over 2 years I was a member of the Morgan Stanley Boston Complex Leadership team as a Business Development Manager. In this position I worked with Financial Advisors to grow and develop their practices while leveraging strategies to improve the overall client experience. I truly value having such an important role in my clients lives, and the ability to take complex financial strategies and make them understandable and actionable.

Current workplace

Michael Bozzi's current company

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

Fidelity Investments
Fidelity Investments
Financial Consultant
Website
fidelity.com
Employees
10
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Company profile
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7 roles

Michael Bozzi work experience

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

Vice President, Financial Advisor

Morgan Stanley

New York, NY, US

Jul 2020 - Dec 2021

Vice President, Business Development Manager

Morgan Stanley

New York, NY, US

Apr 2018 - Jul 2020

Wealth Management Advisor

Tiaa-Cref

New York, NY, US

Sep 2014 - Apr 2018

Private Wealth Associate - The Sharma Group

Merrill Lynch

New York, NY, US

Feb 2004 - Sep 2014

Financial Advisor

Metlife

New York, NY, US

Jan 2002 - Mar 2003
Team & coworkers

Colleagues at Fidelity Investments

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

AM Allison Mogauro Allison Mogauro Colleague at Fidelity Investments Greater Boston, United States, United States View → AA Arulkumar A. Arulkumar A. Colleague at Fidelity Investments Chennai, Tamil Nadu, India, India View → BC Brandon Conde Brandon Conde Colleague at Fidelity Investments Greater Boston, United States View → MV Magesh Varadharajan Magesh Varadharajan Colleague at Fidelity Investments Salt Lake City, Utah, United States, United States View → NC Neha Chopra Neha Chopra Colleague at Fidelity Investments Glen Allen, Virginia, United States, United States View → AJ Aparna Jayathirth Aparna Jayathirth Colleague at Fidelity Investments Tamil Nadu, India, India View → KS Kelly Smith Kelly Smith Colleague at Fidelity Investments Dallas-Fort Worth Metroplex, United States, United States View → JG Jan Glass Jan Glass Colleague at Fidelity Investments Bountiful, Utah, United States, United States View → JM Jolaida Martinez Jolaida Martinez Colleague at Fidelity Investments Rio Rancho, New Mexico, United States, United States View → MR Michele Record Michele Record Colleague at Fidelity Investments Durham, North Carolina, United States, United States View →
1 education record

Michael Bozzi education

  • Plymouth State University
    Plymouth State University
    Minor In Economics
FAQ

Frequently asked questions about Michael Bozzi

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

What company does Michael Bozzi work for?

Michael Bozzi works for Fidelity Investments.

What is Michael Bozzi's role at Fidelity Investments?

Michael Bozzi is listed as Financial Consultant at Fidelity Investments.

What is Michael Bozzi's email address?

AeroLeads has found 1 work email signal at @fidelity.com for Michael Bozzi at Fidelity Investments.

Where is Michael Bozzi based?

Michael Bozzi is based in Greater Boston, United States, United States while working with Fidelity Investments.

What companies has Michael Bozzi worked for?

Michael Bozzi has worked for Fidelity Investments, Morgan Stanley, Tiaa-Cref, Merrill Lynch, and Fleetboston Financial.

Who are Michael Bozzi's colleagues at Fidelity Investments?

Michael Bozzi's colleagues at Fidelity Investments include Allison Mogauro, Arulkumar A., Brandon Conde, Magesh Varadharajan, and Neha Chopra.

How can I contact Michael Bozzi?

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

What schools did Michael Bozzi attend?

Michael Bozzi holds Bachelor Of Science In Business Administration, Major In Finance, Minor In Economics from Plymouth State University.

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