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@fidelity.com
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Nicholas "Nico" Echevarria is listed as Planning Consultant at Fidelity Investments at Fidelity Investments, a company with 10 employees, based in Norristown, Pennsylvania, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Nicholas "Nico" Echevarria.
Nicholas "Nico" Echevarria previously worked as Planning Consultant at Fidelity Investments and Relationship Manager at Fidelity Investments. Nicholas "Nico" Echevarria holds Bachelor Of Business Administration (B.B.A.), Marketing from Kutztown University Of Pennsylvania.
This section adds company-level context without repeating Nicholas "Nico" Echevarria's masked contact details.
AeroLeads found 1 current-domain work email signal for Nicholas "Nico" Echevarria. Compare company email patterns before reaching out.
Nicholas "Nico" Echevarria is a Planning Consultant at Fidelity Investments at Fidelity Investments. He possess expertise in microsoft office.
Listed skills include Microsoft Office.
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A career timeline built from the work history available for this profile.
Boston, MA, US
- Partner with Financial Consultants to help build financial plans with clients- Lead Wealth Management Teams to maintain consistency across the team- Mentor other Planning Consultants/Relationship Managers - Collaborate with other Planning Consultants in the market to find efficiencies and best practices
Boston, MA, US
- Set appointments for consultants based on planning needs- Collect general information about prospect/client- Help coach new Relationship Managers & Financial Representatives
Boston, MA, US
- Great clients and triage their needs when they enter the branch- Set appointments for clients with the appropriate consultant - Maintain both front and back of house
- Client Relationship Management: Build strong client relationships, understand financial goals, and provide personalized advice.- Financial Analysis and Planning: Conduct comprehensive financial analysis and help advisor develop tailored financial plans.- Investment Research and Due Diligence: Stay informed about market trends and evaluate investment.
Valley Forge, PA, US
- Determine the necessity of funds for specific, extraneous situations- Collaborate within project teams to better systems within the department as well as communications outside of the department. - Work along side coworkers to determine complex information- Train new hires on the day to day operations - Lead crew engagement teams
Valley Forge, PA, US
- Confer with customers by telephone to provide information and assistance with their account.- Regularly process detailed transactions.- Review paperwork and process transactions for personal hardships.- Help participants Close out or roll out funds to other institutions. - Take down complaints. - Help de-elevate dissatisfied customers.
Seattle, Washington, US
- Build customer relationships through attentive service.- Show complete confidence in one on one selling situations.- Ability to outfit customers.- Ability to educate customers on products.- Maintain relationships with customers.
San Francisco, California, US
- Build customer relationships through attentive service.- Regularly achieves daily goals and tasks.- Experience in multiple areas of the store.- Answer questions about the product from coworkers or customers.
Anaheim, CA, US
- Selling of merchandise and completing outfits.- Educating customers on brands and products.- Worked as a cashier.- Managed fitting rooms.- Processing of shipment.
Other employees you can reach at fidelity.com. View company contacts for 10 employees →
Yuvaraj Vivekanandan
Colleague at Fidelity Investments
Apex, North Carolina, United States, United States
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Megan Porcella
Colleague at Fidelity Investments
Jacksonville, Florida, United States, United States
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Andrew Kenkel
Colleague at Fidelity Investments
Greater Tampa Bay Area, United States
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Keith Gonneville
Colleague at Fidelity Investments
Blackstone, Massachusetts, United States, United States
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Jonah Sonntag
Colleague at Fidelity Investments
Dayton, Ohio, United States, United States
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Kaushik Maddipatti
Colleague at Fidelity Investments
Cary, North Carolina, United States, United States
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AW
Austin Whiting
Colleague at Fidelity Investments
Mapleton, Utah, United States, United States
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Brian Walsh
Colleague at Fidelity Investments
Walpole, Massachusetts, United States, United States
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Bill Rymer
Colleague at Fidelity Investments
West Boylston, Massachusetts, United States, United States
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Harsh Goswami
Colleague at Fidelity Investments
Jersey City, New Jersey, United States, United States
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Quick answers generated from the profile data available on this page.
Nicholas "Nico" Echevarria works for Fidelity Investments.
Nicholas "Nico" Echevarria is listed as Planning Consultant at Fidelity Investments at Fidelity Investments.
AeroLeads has found 1 work email signal at @fidelity.com for Nicholas "Nico" Echevarria at Fidelity Investments.
Nicholas "Nico" Echevarria is based in Norristown, Pennsylvania, United States while working with Fidelity Investments.
Nicholas "Nico" Echevarria has worked for Fidelity Investments, Brandywine Financial Group, Inc., Vanguard, Nordstrom, and Levi Strauss & Co..
Nicholas "Nico" Echevarria's colleagues at Fidelity Investments include Yuvaraj Vivekanandan, Megan Porcella, Andrew Kenkel, Keith Gonneville, and Jonah Sonntag.
You can use AeroLeads to view verified contact signals for Nicholas "Nico" Echevarria at Fidelity Investments, including work email, phone, and LinkedIn data when available.
Nicholas "Nico" Echevarria holds Bachelor Of Business Administration (B.B.A.), Marketing from Kutztown University Of Pennsylvania.
Nicholas "Nico" Echevarria is listed with skills including Microsoft Office.
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