Brian Self Email & Phone Number
Client Service Specialist I @ Fidelity Investments
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Brian Self Location
- Cleveland, OH, US
Brian Self Work
- 2025 -now Client Service Specialist I @
- 2025 -2025 High Net Worth Service Associate @
- 2024 -2024 Senior Complex Products Supervisor @
- 2023 -2024 Senior Regional Supervisory Principal @
- 2021 -2023 Sr. Central Supervision Principal @
- 2020 -2021 JP Morgan Private Client Advisor @ JPMorgan Chase Bank N. A.
- 2018 -2020 Assistant Vice President - Financial Advisor @
- 2014 -2018 Branch Manager @
- 2012 -2014 Investment Consultant @
- 2010 -2012 Financial Advisor @
Brian Self Education
- Duke Law School
Juris Doctorate
- Bowling Green State University
Bachelor's degree (History and Sociology)
Brian Self Skills
- Financial Analysis
- Financial Risk
- Retirement Planning
- Retirement Savings
- Consulting
- Investments
- Investment Strategies
- Investment Advisory
- College Savings Plans
- 401k
Brian Self Summary
- Brian Self, based in Cleveland, OH, US, is currently a Client Service Specialist I at Fidelity Investments. Brian Self brings experience from previous roles at Fidelity Investments, LPL Financial and KeyBank. Brian Self holds a Juris Doctorate @ Duke Law School. With a robust skill set that includes Financial Analysis, Financial Risk, Retirement Planning, Retirement Savings, Consulting and more. Brian Self has 3 emails and 1 mobile phone numbers on RocketReach.
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