Brad Marshall Email & Phone Number
Managing Director @ Fidelity Investments
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Brad Marshall Location
- Atlanta, GA, US
Brad Marshall Work
- Managing Director @ (March 2018 - Present)
- Branch Service Manager @ (February 2013 - March 2018)
- High Opportunity Service Manager @ (November 2011 - February 2013)
- Private Client Specialist @ (July 2010 - November 2011)
- Investment Representative @ (March 2008 - June 2010)
- Client Service Specialist @ (January 2007 - March 2008)
- Retirement Specialist @ (July 2006 - December 2006)
- Investment Specialist @ (July 2005 - July 2006)
- Service Specialist @ (May 2004 - July 2005)
Brad Marshall Education
- Elon University
Bachelor of Science (BS) (Business Administration and Management, General)
2000-2004
Brad Marshall Skills
- Coaching
- Leadership
- Team Leadership
- Sales Management
- Customer Service Management
- Customer Relationship Management (CRM)
- Wealth Management
- Retirement Planning
- Retirement Savings
- Recruiting
- Investment Advisory Services
- Financial Services
- Finance
- Mutual Funds
- Asset Allocation
- Customer Relationship Management Crm
- Customer Relationship Management
Brad Marshall Summary
- Brad Marshall, based in Atlanta, GA, US, is currently a Managing Director at Fidelity Investments. Brad Marshall brings experience from previous roles at Fidelity Investments. Brad Marshall holds a 2000 - 2004 Bachelor of Science (BS) in Business Administration and Management, General @ Elon University. With a robust skill set that includes Coaching, Leadership, Team Leadership, Sales Management, Customer Service Management and more. Brad Marshall has 2 emails and 1 mobile phone numbers on RocketReach.
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