Relationship Manager
Current
Feb 2024 - Present
AeroLeads people directory · profile
Zackary Wilson Email & Phone Number
Relationship Manager at Fidelity Investments
at
Fidelity Investments
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Relationship Manager at Fidelity Investments
Location
San Francisco, California, United States
Company size
Who is Zackary Wilson? Overview
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Quick answer
Zackary Wilson is listed as Relationship Manager at Fidelity Investments at Fidelity Investments, a company with 52767 employees, based in San Francisco, California, United States. AeroLeads shows a matched LinkedIn profile for Zackary Wilson.
Zackary Wilson previously worked as Relationship Manager at Fidelity Investments and Financial Representative at Fidelity Investments. Zackary Wilson holds Bachelor Of Science - Bs, Finance, General from California State University, Chico.
Company email context
Email format at Fidelity Investments
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Fidelity Investments
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Profile bio
About Zackary Wilson
Zackary Wilson is a Relationship Manager at Fidelity Investments at Fidelity Investments. He is proficient in Spanish.
Current workplace
Zackary Wilson's current company
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Fidelity Investments
4 roles
Zackary Wilson work experience
A career timeline built from the work history available for this profile.
Financial Representative
Jun 2023 - Feb 2024
Associate Claims And Risk Management Services Analyst
- Identified potential areas of risk that are costing our clients’ profit.- Analyzed and investigated our clients’ loss history by designing customized dashboards and reports.- Designed and Implemented workers compensation experience MOD projections to provide our clients with insight on their future policy costs.- Utilized MS Excel to model client loss.
Aug 2022 - Dec 2022
Summer Intern
- Gained insights on the functions of an insurance brokerage.- Became familiar with terminology and procedures in three departments: Sales, Claims, and Risk Management.- Received hands-on experience by working through mock claims, generating financial reports, and participating in renewal client meetings.
Jun 2022 - Aug 2022
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
LE
Luke Edmunds
Colleague at Fidelity Investments
Haslet, Texas, United States, United States
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CO
Caitlin O'Hanley
Colleague at Fidelity Investments
Middletown, Rhode Island, United States, United States
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GW
Garret Warren
Colleague at Fidelity Investments
Tucson, Arizona, United States, United States
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VS
Vishnu S
Colleague at Fidelity Investments
United States, United States
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RA
Robert Adams
Colleague at Fidelity Investments
New York, New York, United States, United States
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JK
Jonathan Kobler
Colleague at Fidelity Investments
Dallas-Fort Worth Metroplex, United States
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SG
Sham Ganglani
Colleague at Fidelity Investments
Mansfield, Massachusetts, United States, United States
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KD
Kristina Dunn
Colleague at Fidelity Investments
Dallas-Fort Worth Metroplex, United States
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KA
Katie Allen
Colleague at Fidelity Investments
North Richland Hills, Texas, United States, United States
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RM
Ryan Mongno, Mba
Colleague at Fidelity Investments
Ashburn, Virginia, United States, United States
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Luke Edmunds
Colleague at Fidelity Investments
Haslet, Texas, United States, United States
View →
CO
Caitlin O'Hanley
Colleague at Fidelity Investments
Middletown, Rhode Island, United States, United States
View →
GW
Garret Warren
Colleague at Fidelity Investments
Tucson, Arizona, United States, United States
View →
VS
Vishnu S
Colleague at Fidelity Investments
United States, United States
View →
RA
Robert Adams
Colleague at Fidelity Investments
New York, New York, United States, United States
View →
JK
Jonathan Kobler
Colleague at Fidelity Investments
Dallas-Fort Worth Metroplex, United States
View →
SG
Sham Ganglani
Colleague at Fidelity Investments
Mansfield, Massachusetts, United States, United States
View →
KD
Kristina Dunn
Colleague at Fidelity Investments
Dallas-Fort Worth Metroplex, United States
View →
KA
Katie Allen
Colleague at Fidelity Investments
North Richland Hills, Texas, United States, United States
View →
RM
Ryan Mongno, Mba
Colleague at Fidelity Investments
Ashburn, Virginia, United States, United States
View →
2 education records
Zackary Wilson education
Bachelor Of Science - Bs, Finance, General
Associate Of Science - As, Business Administration
FAQ
Frequently asked questions about Zackary Wilson
Quick answers generated from the profile data available on this page.
What company does Zackary Wilson work for?
Zackary Wilson works for Fidelity Investments.
What is Zackary Wilson's role at Fidelity Investments?
Zackary Wilson is listed as Relationship Manager at Fidelity Investments at Fidelity Investments.
Where is Zackary Wilson based?
Zackary Wilson is based in San Francisco, California, United States while working with Fidelity Investments.
What companies has Zackary Wilson worked for?
Zackary Wilson has worked for Fidelity Investments and Interwest Insurance Services.
Who are Zackary Wilson's colleagues at Fidelity Investments?
Zackary Wilson's colleagues at Fidelity Investments include Luke Edmunds, Caitlin O'Hanley, Garret Warren, Vishnu S, and Robert Adams.
How can I contact Zackary Wilson?
You can use AeroLeads to view verified contact signals for Zackary Wilson at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Zackary Wilson attend?
Zackary Wilson holds Bachelor Of Science - Bs, Finance, General from California State University, Chico.
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