Fidelity Investments
Jennifer Woolf
Onboarding Coach
Ren Fei
Director Of It Infrastrcture
Brian White
Vice President, Relationship Management
Rick May
Vice President Of Risk
Edward Davis
Vice President
Chris Hayes
Defined Contributions Associate
Joseph Farrell
Relationship Manager
John Sloofman
Financial Representative
Kara Hazlett
Director, Squad Leader AI Powered Virtual Assistant
Brian Desai
Principal Software Engineer Developer
Anthony J. Mascioli, Cfp®, Aep®
Vice President Advanced Planning Estate Planning Specialist
Ana Chacon, Cpa
Accounting Manager