Fidelity Investments
Kaylyn Moore
Financial Services Associate Multiproduct
Brent Daugherty
Senior Manager Portfolio Advisory Services
Bianca Daus
Team Manager Transfer Agency Processing
Himesh Patel, Cfa, MBA
Director, Investment Product
Kenneth Kislak
Performance Reporting Analyst
Brian Bammerlin
Team Leader, Investment Solutions
Jillian Pothier
Director, Communications Strategy
James Vishka
Principal Software Engineer
Amanda Shaw
Director, Business Integration & Operations
Jason Rich
Client Relationship Advocate
Jeffrey Li
Business Development Manager
Christopher Hattoy
Director, Client Service Designated Brokerage Services