Brian Walker Email & Phone Number
Vice President, Financial Consultant @ Fidelity Investments
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Brian Walker Location
- Dallas, TX, US
Brian Walker Work
- Vice President, Financial Consultant @ (January 2023 - Present)
- Financial Consultant, Dallas Investor Center @ (May 2020 - January 2023)
- Investment Consultant, Dallas Investor Center @ (May 2019 - May 2020)
- Workplace Planning Consultant II, Workplace Planning and Advice @ (February 2019 - May 2019)
- Retirement Planner, Tax-Exempt Market @ (October 2017 - February 2019)
- Retirement Solutions Representative @ (August 2016 - October 2017)
- Financial Planner at Prudential Advisors @ (September 2013 - July 2016)
- Agent and Registered Representative @ New York Life Insurance Company (May 2010 - September 2013)
- Founding Partner @ Walker+Stivers Analytics Consulting (April 2009 - May 2010)
- Program Manager, Prepaid Products, Reporting and Analysis @ (August 2005 - March 2009)
- Investment Research Manager, Equity Analyst @ (January 2004 - May 2005)
- Fixed Income Product Management Summer Intern @ (June 2004 - August 2004)
- Performance Analyst @ (March 2001 - August 2004)
- Auditor @ (October 1999 - January 2001)
Brian Walker Education
- Tulane University
MBA (MBA, Finance)
2003-2005 - Tulane University
MACCT (MACCT, Accounting)
1998-1999 - Tulane University
BSM (BSM, Finance)
1994-1998 - Cistercian Preparatory School 1990-1994
Brian Walker Skills
- Equity Research
- Consumer Behaviour
- Structured Products
- Finance
- Instructional Design
- Employee Training
- Training
- E Learning
- Leadership Development
- Leadership
- Project Management
- Captivate
- Talent Management
- Team Building
- Program Management
- Lectora
- Organizational Development
- Blended Learning
- Instructor Led Training
- Performance Management
- Needs Analysis
- Classroom
- Management
- Management Development
- Coaching
- Cross Functional Team Leadership
- Learning Management Systems
- Organizational Design
- SnagIt
- Instructional Technology
- Dreamweaver
- Workforce Planning
- Training Delivery
- Interpersonal Communication Abilities
- Learning Management
- Performance Improvement
- Onboarding
- Career Development
- Elearning and Classroom Instructional Design
- Classroom and Virtual Facilitation and Public Speaking
- Written and Interpersonal Communication Skills
- Web and Digital Information Design
- HTML
- JavaScript
- Human Resources
- Employee Relations
- Organizational Effectiveness
- WebEx
- Employee Engagement
- Succession Planning
- Workshop Facilitation
- HRIS
- Executive Coaching
- Staff Development
Brian Walker Summary
- Brian Walker, based in Dallas, TX, US, is currently a Vice President, Financial Consultant at Fidelity Investments. Brian Walker brings experience from previous roles at Fidelity Investments. Brian Walker holds a 2003 - 2005 MBA in MBA, Finance @ Tulane University. With a robust skill set that includes Equity Research, Consumer Behaviour, Structured Products, Finance, Instructional Design and more. Brian Walker has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Fidelity Investments Employees
Keith Dennelly
CIO Asset Management
Boston, MA, US
Eric Emerson
CIO - Brokerage Recordkeeping Technology
Boston, MA, US
Kristin White
Chief Financial Officer, Fidelity Brokerage
Boston, MA, US
Christopher Melia
CIO - Head of Wealth Technology
Boston, MA, US
Michael Wilens
President, Enterprise Services
Boston, MA, US
Janet Clay
Managing Director of Research
Boston, MA, US
Edmond Holohan
Chief Product Owner Application Security
Boston, MA, US
Mike Pegnato
COO, Fidelity Personal Trust Company
Swampscott, MA, US
Abby Johnson
Chairman and Chief Executive Officer
Boston, Massachusetts, United States
David Wolf
Chief Product Officer, Finance Platform
Boston, MA, US
Phil Donovan
COO, Digital Workplace
Boston, MA, US
Michael O'Reilly
President, Fidelity Digital Assets
Boston, MA, US
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