Anne Whelan Email & Phone Number
Central Relationship Manager @ Fidelity Investments
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Anne Whelan Location
- New York, NY, US
Anne Whelan Work
- 2021 -now Central Relationship Manager @
- 2018 -now AMW Moves, Principal CEO @ Self-employed
- 2016 -2018 Director, Equities Sales Trader to U.S. Institutional Investors @
- 2006 -2015 International Equities Sales Trader (2006-2015) @
- 2005 -2006 Prime Brokerage Specialist @
- 2000 -2005 Vice President @
Anne Whelan Education
- University of Pennsylvania
B.A.
Anne Whelan Skills
- Series 63
- Electronic Trading
- Fixed Income
- International Logistics
- Series 3
- Capital Markets
- Derivatives
- Bloomberg
- Relationship Management
- Negotiation
- Prime Brokerage
- Investor Relations
- Series 55
- Equities
- Global Mobility
- Equity Research
- Relationship Building
- Emerging Markets
- Client Development
- Investment Banking
- Trading Systems
- Trading
- Equity Derivatives
- Syndicate
- Series 7
- Hedge Funds
- Equity Trading
- Financial Markets
Anne Whelan Summary
- Anne Whelan, based in New York, NY, US, is currently a Central Relationship Manager at Fidelity Investments. Anne Whelan brings experience from previous roles at Self-employed, Panmure Gordon & Co, Kepler Cheuvreux and Crédit Agricole CIB. Anne Whelan holds a B.A. @ University of Pennsylvania. With a robust skill set that includes Series 63, Electronic Trading, Fixed Income, International Logistics, Series 3 and more. Anne Whelan has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Anne Whelan?
Find contact details for 700 million professionals.
Top Fidelity Investments Employees
Pk Shiu
CTO, DeFi Startup
Boston, MA, US
Keith Dennelly
CIO Asset Management
Boston, MA, US
Eric Emerson
CIO - Brokerage Recordkeeping Technology
Boston, MA, US
Kristin White
Chief Financial Officer, Fidelity Brokerage
Boston, MA, US
Christopher Melia
CIO - Head of Wealth Technology
Boston, MA, US
Michael Wilens
President, Enterprise Services
Boston, MA, US
Tim Codrington
Managing Director of Research
Boston, MA, US
Edmond Holohan
Chief Product Owner Application Security
Boston, MA, US
Mike Pegnato
COO, Fidelity Personal Trust Company
Swampscott, MA, US
Kevin Sweeney
President of Digital Brokerage Services
Caldwell, NJ, US
Abby Johnson
Chairman and Chief Executive Officer
Boston, Massachusetts, United States
David Wolf
Chief Product Officer, Finance Platform
Boston, MA, US
Phil Donovan
COO, Digital Workplace
Boston, MA, US
Michael O'Reilly
President, Fidelity Digital Assets
Boston, MA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co