Brian Self Email & Phone Number

Client Service Specialist I @ Fidelity Investments

5 free lookup(s).

Brian Self Location

Cleveland, OH, US

Brian Self Work

2025 - now Client Service Specialist I @ Fidelity Investments
2025 - 2025 High Net Worth Service Associate @ Fidelity Investments
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2024 - 2024 Senior Complex Products Supervisor @ LPL Financial

2023 - 2024 Senior Regional Supervisory Principal @ LPL Financial
2021 - 2023 Sr. Central Supervision Principal @ KeyBank
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2020 - 2021 JP Morgan Private Client Advisor @ JPMorgan Chase Bank N. A.
2018 - 2020 Assistant Vice President - Financial Advisor @ Citizens Securities, Inc.
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2014 - 2018 Branch Manager @ Scottrade
2012 - 2014 Investment Consultant @ Scottrade
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2010 - 2012 Financial Advisor @ Edward Jones
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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

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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.

Brian Self Emails

Found 3 emails

Brian Self Phone Numbers

Found 2 phone numbers

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Brian Self

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