Bo L Email
Head of Planning - Private Wealth Management, Executive Services @ Fidelity Investments
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Bo L Location
- San Jose, CA, US
Bo L Work
- 2025 -now Head of Planning - Private Wealth Management, Executive Services @
- 2017 -2025 Market Leader @
- 2012 -2017 Vice President, Senior Branch Manager @
- 2010 -2012 Vice President, Branch Manager @
- 2008 -2010 Vice President, Regional Planning Consultant @
- 2005 -2008 Financial Planning Consultant @
Bo L Skills
- Business Strategy
- Team Building
- Sales Management
- Process Improvement
Bo L Summary
- Bo L, based in San Jose, CA, US, is currently a Head of Planning - Private Wealth Management, Executive Services at Fidelity Investments. Bo L brings experience from previous roles at Fidelity Investments. With a robust skill set that includes Business Strategy, Team Building, Sales Management, Process Improvement and more. Bo L has 2 emails on RocketReach.
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