Stephen Poling

Stephen Poling Email and Phone Number

Vice President, Financial Consultant at Fidelity Investments @ Fidelity Investments
boston, massachusetts, united states
Stephen Poling's Location
New York City Metropolitan Area, United States
Stephen Poling's Contact Details
About Stephen Poling

Licensed: Series 7, Series 66, Series 63, and Insurance.

Stephen Poling's Current Company Details
Fidelity Investments

Fidelity Investments

View
Vice President, Financial Consultant at Fidelity Investments
boston, massachusetts, united states
Website:
fidelity.com
Employees:
52767
Stephen Poling Work Experience Details
  • Fidelity Investments
    Vice President, Financial Consultant
    Fidelity Investments Oct 2019 - Present
    New York
    View
  • Fidelity Investments
    Financial Consultant
    Fidelity Investments Apr 2016 - Sep 2019
    Wall Street
    View
  • Fidelity Investments
    Investment Consultant
    Fidelity Investments Jan 2015 - Mar 2016
    View
  • Fidelity Investments
    Regional Relationship Manager
    Fidelity Investments Jul 2013 - Dec 2014
    View
  • Wells Fargo Advisors
    Financial Advisor
    Wells Fargo Advisors 2012 - 2013
    1 Liberty Plaza, New York, Ny
    Licensed: Series 7, 66, 63, and Insurance.
    View
  • R. Seelause & Co., Inc.
    Fixed Income Specialist / Investment Advisor
    R. Seelause & Co., Inc. Feb 2011 - Sep 2011
    Summit, Nj
    • Analyzed investment portfolios to determine optimal product positioning, that match up well against client needs, taking risk tolerance and liquidity into account.• Responsible for growing a book of business by identifying and acquiring client assets held outside of R.Seelause, and developing additional business through client referrals.• Compiled data, investment presentations, financial reports, statistical diagrams, charts, while working with detailed financial records, and… Show more • Analyzed investment portfolios to determine optimal product positioning, that match up well against client needs, taking risk tolerance and liquidity into account.• Responsible for growing a book of business by identifying and acquiring client assets held outside of R.Seelause, and developing additional business through client referrals.• Compiled data, investment presentations, financial reports, statistical diagrams, charts, while working with detailed financial records, and financial computer systems.• Educated clients on the features and benefits of different types of fixed income securities. Show less

Stephen Poling Education Details

Frequently Asked Questions about Stephen Poling

What company does Stephen Poling work for?

Stephen Poling works for Fidelity Investments

What is Stephen Poling's role at the current company?

Stephen Poling's current role is Vice President, Financial Consultant at Fidelity Investments.

What is Stephen Poling's email address?

Stephen Poling's email address is st****@****ail.com

What is Stephen Poling's direct phone number?

Stephen Poling's direct phone number is +161791*****

What schools did Stephen Poling attend?

Stephen Poling attended Monmouth University.

Who are Stephen Poling's colleagues?

Stephen Poling's colleagues are Caitlin O'hanley, Kathleen Foley, Reanne Clark, Paul Tegasan, Joe Mellino, Sathish Kumar Balakrishnan, Anwesha Acharya.

Not the Stephen Poling you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.