Whitney Fletcher

Whitney Fletcher Email and Phone Number

CEO and Financial Coach @ Truckee, CA, US
Truckee, CA, US
Whitney Fletcher's Location
Truckee, California, United States, United States
Whitney Fletcher's Contact Details

Whitney Fletcher work email

Whitney Fletcher personal email

n/a
About Whitney Fletcher

Through my experience across industries, I enjoy helping others uncover and achieve their full potential in the capacity as clients and employees, in both sales and non sales roles. I have vast experience in recruiting, compliance, operations, sales coaching, and managing multiple locations/offices. I am also philanthropic and have partnered with the Leukemia and Lymphoma society over the past 3 years through my passion of running.

Whitney Fletcher's Current Company Details
The Wall Street Mama LLC

The Wall Street Mama Llc

CEO and Financial Coach
Truckee, CA, US
Whitney Fletcher Work Experience Details
  • The Wall Street Mama Llc
    Ceo And Financial Coach
    The Wall Street Mama Llc
    Truckee, Ca, Us
  • Stay At Home
    Stay-At-Home Mom
    Stay At Home May 2020 - Present
  • Fidelity Investments
    Branch Office Manager I
    Fidelity Investments Apr 2018 - Oct 2019
    New York, New York
    I supported the Park Avenue Investor Center's Financial Consultants and Investment Consultants. I collaborated with associates to ensure they had the resources they needed to best serve their clients. I worked with consultants to internalize and live Fidelity’s five client commitments which ensured their clients had the best experience possible.
    View
  • Charles Schwab
    Vp - Branch Manager
    Charles Schwab Apr 2015 - Apr 2018
    New York, New York
    I was the complex manager of the Wall Street, Brooklyn, and Staten Island branch locations. I collaborated with all branch employees to ensure clients were provided with the proper strategies and services. I was held accountable for branch results, operations, recruitment, and compliance for all three locations.
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  • E*Trade
    Branch Manager
    E*Trade Mar 2014 - Apr 2015
    Morristown, New Jersey
    View
  • E*Trade
    Financial Consultant
    E*Trade Apr 2011 - Mar 2014
    Morristown, New Jersey
    View
  • Pfizer
    Professional Healthcare Representative Ii
    Pfizer Jun 2006 - Apr 2011
    Paramus, Nj
    View
  • Enterprise Rent-A-Car
    Management Trainee Intern
    Enterprise Rent-A-Car Jun 2005 - Jun 2006
    Los Angeles, Ca
    View

Whitney Fletcher Skills

Series 7 Series 24 Crpc Series 66 Mutual Funds Wealth Management Securities Investments Financial Services Portfolio Management Asset Allocation Investment Advisory Retirement Planning Management Finance Financial Planning Retirement Asset Management Sales Series 9 Series 10 Series 9/10

Whitney Fletcher Education Details

Frequently Asked Questions about Whitney Fletcher

What company does Whitney Fletcher work for?

Whitney Fletcher works for The Wall Street Mama Llc

What is Whitney Fletcher's role at the current company?

Whitney Fletcher's current role is CEO and Financial Coach.

What is Whitney Fletcher's email address?

Whitney Fletcher's email address is wh****@****wab.com

What schools did Whitney Fletcher attend?

Whitney Fletcher attended Ucla.

What skills is Whitney Fletcher known for?

Whitney Fletcher has skills like Series 7, Series 24, Crpc, Series 66, Mutual Funds, Wealth Management, Securities, Investments, Financial Services, Portfolio Management, Asset Allocation, Investment Advisory.

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