Fidelity Investments
Jason Matthies
Vice President, Senior Relationship Manager, Fidelity Institutional Wealth Management Services
Rob Adams
Client Development & Segment Marketing
Claire Keller
Workplace Planning Associate
Praveen Thadhani
SVP, Managing Director
David Jacobus
Associate Analyst, Corporate Actions
Shayne Muelling (She/Her/Hers)
Principal Systems Analyst
Nabeel Rashid
Software Engineer
Joe Regan
Head Of Wealth Tech Solutions
Peter Musser
Private Client Specialist
Tyler Endsley, MBA Cfp
Managed Solutions Consultant
Denise Chisholm
Director Of Quantitative Market Strategy
Navaneeth Reddy A.
Sr Dev Ops Engineer