Andre Defreitas Email & Phone Number
Wealth Management Service Specialist II @ Fidelity Investments
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Andre Defreitas Location
- Prescott, AZ, US
Andre Defreitas Work
- Wealth Management Service Specialist II @ (July 2026 - Present)
- Wealth Management Service Specialist @ (June 2025 - July 2026)
- Workplace Planning Consultant @ (May 2024 - June 2025)
- High Net Worth Associate @ (December 2022 - May 2024)
- Registered Assistant @ Schott Financial Management (September 2021 - November 2022)
- Assistant Branch Manager @ (December 2017 - September 2021)
- Financial Services Representative @ (May 2014 - November 2016)
Andre Defreitas Education
- Yavapai College
Finance and Financial Management Services
Andre Defreitas Skills
- Banking
- Budgeting
- Commercial Banking
- Consumer Lending
- Credit
- Loans
- Financial Services
- Insurance
- Financial Advisory
- Retirement
- Management
- Microsoft Word
- Financial Analysis
- Training
Andre Defreitas Summary
- Andre Defreitas, based in Prescott, AZ, US, is currently a Wealth Management Service Specialist II at Fidelity Investments. Andre Defreitas brings experience from previous roles at Fidelity Investments and Schott Financial Management. Andre Defreitas holds a Finance and Financial Management Services @ Yavapai College. With a robust skill set that includes Banking, Budgeting, Commercial Banking, Consumer Lending, Credit and more. Andre Defreitas has 1 emails and 2 mobile phone numbers on RocketReach.
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