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Carly S. Location
Draper, UT, US
Carly S. Work
Vice President, Active Trader Services @ (March 2026 - Present)
Vice President, Client Service Leader @ (April 2022 - March 2026)
Regional Center Support Lead @ (July 2020 - April 2022)
Workplace Planning and Advice, Senior Manager @ (March 2017 - July 2020)
Active Trader Service, Senior Manager @ (May 2015 - March 2017)
Client Service and Onboarding, Senior Manager @ (October 2013 - May 2015)
Finance and Investment Director @ (March 2012 - October 2013)
Vice President @ (February 2001 - March 2012)
Carly S. Education
University of Utah - David Eccles School of Business
Bachelor of Science (B.S.) (Finance)
Carly S. Summary
Carly S., based in Draper, UT, US, is currently a Vice President, Active Trader Services at Fidelity Investments. Carly S. brings experience from previous roles at Fidelity Investments. Carly S. holds a Bachelor of Science (B.S.) in Finance @ University of Utah - David Eccles School of Business. Carly S. has 2 emails on RocketReach.
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