Annie Email
Director, RIA Custody Sales @ Fidelity Investments
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Annie Location
- Boston, MA, US
Annie Work
- Director, RIA Custody Sales @ (January 2026 - Present)
- Business Development Consultant @ (October 2024 - January 2026)
- Platform Sales Consultant @ (January 2024 - October 2024)
- Business Development Associate @ (June 2022 - January 2024)
- Customer Relationship Advocate @ (July 2021 - June 2022)
- Server @ (March 2016 - September 2024)
- Dental Receptionist @ R. Susan Horsley Endodontics (December 2019 - June 2021)
- Chocolate Advisor @ (November 2020 - January 2021)
- Personal Investing Intern @ (June 2020 - July 2020)
- Student Caller @ (March 2019 - May 2019)
- Mail Room Clerk @ (September 2018 - March 2020)
- Sales Associate @ (November 2016 - October 2017)
Annie Education
- Southern New Hampshire University
Master of Business Administration - MBA (Business)
2022-2023 - Plymouth State University
Finance, Professional Sales (Business)
2017-2021 - Alvirne High School
Annie Summary
- Annie, based in Boston, MA, US, is currently a Director, RIA Custody Sales at Fidelity Investments. Annie brings experience from previous roles at Fidelity Investments. Annie holds a 2022 - 2023 Master of Business Administration - MBA in Business @ Southern New Hampshire University. Annie has 2 emails on RocketReach.
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