Brad Marshall Email & Phone Number
Managing Director @ Fidelity Investments
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Brad Marshall Location
- Atlanta, GA, US
Brad Marshall Work
- 2018 -now Managing Director @
- 2013 -2018 Branch Service Manager @
- 2011 -2013 High Opportunity Service Manager @
- 2010 -2011 Private Client Specialist @
- 2008 -2010 Investment Representative @
- 2007 -2008 Client Service Specialist @
- 2006 -2006 Retirement Specialist @
- 2005 -2006 Investment Specialist @
- 2004 -2005 Service Specialist @
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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