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Sam Lundquist, Cfp® Email & Phone Number

Team Leader at Fidelity Investments at Fidelity Investments
Location: Greater Boston, United States 8 work roles 2 schools
1 work email found @fidelity.com 1 phone found area 617 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email s****@fidelity.com
Direct phone (617) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Fidelity Investments
Role
Team Leader at Fidelity Investments
Location
Greater Boston, United States
Company size
52767 employees

Who is Sam Lundquist, Cfp®? Overview

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Quick answer

Sam Lundquist, Cfp® is listed as Team Leader at Fidelity Investments at Fidelity Investments, a with 52767 employees, based in Greater Boston, United States. AeroLeads shows a work email signal at fidelity.com, phone signal with area code 617, and a matched LinkedIn profile for Sam Lundquist, Cfp®.

Sam Lundquist, Cfp® previously worked as Team Leader - Workplace Planning and Advice at Fidelity Investments and Workplace Planning Consultant at Fidelity Investments. Sam Lundquist, Cfp® holds Bachelor Of Arts (B.A.), Economics, 3.5 Gpa In Major from Union College.

Company email context

Email format at Fidelity Investments

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*@fidelity.com
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AeroLeads found 1 current-domain work email signal for Sam Lundquist, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Sam Lundquist, Cfp®

Sam Lundquist, Cfp® is a Team Leader at Fidelity Investments at Fidelity Investments. He possess expertise in economics, econometrics, statistical data analysis, statistical modeling, microsoft office and 4 more skills.

Listed skills include Economics, Econometrics, Statistical Data Analysis, Statistical Modeling, and 5 others.

Current workplace

Sam Lundquist, Cfp®'s current company

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

Fidelity Investments
Fidelity Investments
Team Leader at Fidelity Investments
boston, massachusetts, united states
Website
fidelity.com
Employees
52767
AeroLeads page
Company profile
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8 roles · 15 years

Sam Lundquist, Cfp® work experience

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

Team Leader - Workplace Planning And Advice

Current
Fidelity Investments

Greater Boston

Aug 2021 - Present

Board Of Directors

Current
Millen Lake Association

Washington, Nh

Jul 2017 - Present
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 52767 employees →

JO Jon Ohlson Jon Ohlson Colleague at Fidelity InvestmentsMilford, New Hampshire, United States View → SW Stephen Wikfors Stephen Wikfors Colleague at Fidelity InvestmentsOakland, New Jersey, United States View → FJ Fred Jones Fred Jones Colleague at Fidelity InvestmentsProvidence, Rhode Island, United States View → NK Naresh Kumar Naresh Kumar Colleague at Fidelity InvestmentsChennai, Tamil Nadu, India View → VH Viola Hubert Viola Hubert Colleague at Fidelity InvestmentsNew London County, Connecticut, United States View → RD Rolando De Los Santos Rolando De Los Santos Colleague at Fidelity InvestmentsFlower Mound, Texas, United States View → JA Jean-Baptiste Afflack Jean-Baptiste Afflack Colleague at Fidelity InvestmentsLos Angeles, California, United States View → KY Karrie Young Karrie Young Colleague at Fidelity InvestmentsCincinnati Metropolitan Area, United States View → DP Daniel Pepin Daniel Pepin Colleague at Fidelity InvestmentsBlackstone, Massachusetts, United States View → KM Kaushik Maddipatti Kaushik Maddipatti Colleague at Fidelity InvestmentsCary, North Carolina, United States View →
2 education records

Sam Lundquist, Cfp® education

Bachelor Of Arts (B.A.), Economics, 3.5 Gpa In Major

Union College

Education record

Santa Clara University

Completed level 1 of the CEP program through the Certified Equity Professional Institute at Santa Clara University

FAQ

Frequently asked questions about Sam Lundquist, Cfp®

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

What company does Sam Lundquist, Cfp® work for?

Sam Lundquist, Cfp® works for Fidelity Investments.

What is Sam Lundquist, Cfp®'s role at Fidelity Investments?

Sam Lundquist, Cfp® is listed as Team Leader at Fidelity Investments at Fidelity Investments.

What is Sam Lundquist, Cfp®'s email address?

AeroLeads has found 1 work email signal at @fidelity.com for Sam Lundquist, Cfp® at Fidelity Investments.

What is Sam Lundquist, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 617 for Sam Lundquist, Cfp® at Fidelity Investments.

Where is Sam Lundquist, Cfp® based?

Sam Lundquist, Cfp® is based in Greater Boston, United States while working with Fidelity Investments.

What companies has Sam Lundquist, Cfp® worked for?

Sam Lundquist, Cfp® has worked for Fidelity Investments, Millen Lake Association, and Jackson Hole Mountain Resort.

Who are Sam Lundquist, Cfp®'s colleagues at Fidelity Investments?

Sam Lundquist, Cfp®'s colleagues at Fidelity Investments include Jon Ohlson, Stephen Wikfors, Fred Jones, Naresh Kumar, and Viola Hubert.

How can I contact Sam Lundquist, Cfp®?

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

What schools did Sam Lundquist, Cfp® attend?

Sam Lundquist, Cfp® holds Bachelor Of Arts (B.A.), Economics, 3.5 Gpa In Major from Union College.

What skills is Sam Lundquist, Cfp® known for?

Sam Lundquist, Cfp® is listed with skills including Economics, Econometrics, Statistical Data Analysis, Statistical Modeling, Microsoft Office, Customer Service, Sales, and Customer Relations.

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