Stephen Reimann, Cfp® Email and Phone Number
Stephen Reimann, Cfp® work email
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Stephen Reimann, Cfp® personal email
Stephen Reimann, Cfp® is a Planning & Education Consultant at Fidelity Investments at Fidelity Investments. He possess expertise in editing, research, public speaking, spanish, teaching and 3 more skills. He is proficient in Arabic and Spanish.
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 52767
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Education ConsultantFidelity Investments Oct 2022 - PresentI educate and engage through live and virtual channels with our clients on many financial planning topics from very basic topics of establishing/adjusting a budget, getting out of debt, saving for a child education or one's own retirement, establishing an investment strategy to more complex topics of retirement income planning, estate planning, social security, health care, equity compensation, and deferred compensation to help our client become more fully ready for their financial needs now and in the future. Showcase Fidelity's tools, resources, and product offering. Collaborate with business partners to prescribe educational offerings appropriate for specific demographics. Partner with advisors and implementation teams on plan transitions.
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Virtual Education ConsultantFidelity Investments Jul 2020 - Oct 2022• Promote financial wellness for employees of Fidelity's Corporate and Tax Exempt clients through online educational events.
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Investment Education ConsultantFidelity Investments Mar 2018 - Jul 2020Washington D.C. Metro Area• Promote financial wellness for employees of Fidelity's Corporate clients through onsite educational events.
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Financial RepresentativeFidelity Investments Mar 2016 - Mar 2018Alexandria, Virginia, United States• Managed the operation office of the branch to drive NIGO rates down• Technology lead in the office to transition to technology options rather than using paper forms • Met one-on-one with clientele on a regular basis to help them get invested in their retirement accounts
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Investment Manager/Axys Operations AnalystThe Mason Companies Apr 2014 - Mar 2016Reston, Virginia• Work face to face with 9 Financial Planners and recommend trades and funds that are appropriate for their clientele’s goals and needs on a daily basis• Meet over 200 clientele’s financial expectations, ranging from conservative to aggressive, by ensuring that their portfolios stay diversified and balanced within their asset allocation• Ensure the client is always the first priority by reviewing over 200 clientele portfolios on a bi-weekly basis• Reconcile over 600 clientele accounts on a daily basis to reflect accurate fund holdings• Prepare over 600 financial reports on a bi-yearly basis and dozens on a monthly basis to update the clientele on the progress of their investments• Presented an hour long seminar to over 30 coworkers on AXYS Reports so they could perform their jobs more accurately and effectively• Company expert on the rebalancing software -
Marketing Team Administrator/Tax AssistantThe Mason Companies Feb 2013 - Jun 2014Reston, Va• Compiled, tracked, and verified all essential tax data information for over 300 clients during the tax season with over 95% accuracy • Recommended for and appointed to the marketing team to help accelerate company growth
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Hr And Data Analyst ContractorTrak Services Feb 2012 - Feb 2013Washington D.C. Metro Area• Screened over 20 resumes, interviewed 8 candidates, and recommended the best candidate for an internship at a publishing firm in DC• Performed a detailed internal personnel audit of over 350 overseas security employees to ensure the legality of their work status
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Students Program Assistant - InternNational Council On Us-Arab Relations Aug 2011 - Dec 2011Washington D.C. Metro Area• Wrote 25 personalized letters to high-ranking military, government, business, and academic officials for their participation in the annual U.S.-Arab Policymakers Conference• Coordinated the transportation, food, embassy tour, and participation of over 15 universities for the national Model Arab League student program in DC
Stephen Reimann, Cfp® Skills
Stephen Reimann, Cfp® Education Details
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Middle East Studies / Arabic
Frequently Asked Questions about Stephen Reimann, Cfp®
What company does Stephen Reimann, Cfp® work for?
Stephen Reimann, Cfp® works for Fidelity Investments
What is Stephen Reimann, Cfp®'s role at the current company?
Stephen Reimann, Cfp®'s current role is Planning & Education Consultant at Fidelity Investments.
What is Stephen Reimann, Cfp®'s email address?
Stephen Reimann, Cfp®'s email address is ch****@****msn.com
What schools did Stephen Reimann, Cfp® attend?
Stephen Reimann, Cfp® attended Brigham Young University, Brigham Young University - Idaho.
What are some of Stephen Reimann, Cfp®'s interests?
Stephen Reimann, Cfp® has interest in Frisbee, Family History, Reading, Camping, Tennis.
What skills is Stephen Reimann, Cfp® known for?
Stephen Reimann, Cfp® has skills like Editing, Research, Public Speaking, Spanish, Teaching, Time Management, Close Attention To Detail, Organization.
Who are Stephen Reimann, Cfp®'s colleagues?
Stephen Reimann, Cfp®'s colleagues are Thomas Weymouth, Emily Mcgalliard, Shayla Preyer, Justin Howard, Alexander Shore, Mba, Sydney Majka, Cfa, Natalie Slade.
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