Fidelity Investments
Luisa Fortich
Pricing And Acquisition Workleader
Johanna Wendestam
Customer Operations Assistant Manager
Aaron Hill
Financial Representative
Aaron Korthas
Senior Vice President
Aaron Gao, Frm
SVP, Head Of Investment Applications, Advanced Technologies For Investment Management
Robert Dworacek
Cost Basis Associate
Jared Heaton, Cfp®
SVP, Head Of Lifetime Engagement
Jared Hubbard
Director, Planning And Advice Services
Jared Moore
Wire Risk Specialist
Mohammed Abu Khalaf
Customer Relations Associate
Kristen Mc Whirter
Fili New Business Operations Case Manager
Alexis Cutten
Customer Relationship Advocate