Chad Fleck Email & Phone Number
Vice President, Advisory and Wealth Management Compliance @ Fidelity Investments
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Chad Fleck Location
- North Smithfield, RI, US
Chad Fleck Work
- 2016 -now Vice President, Advisory and Wealth Management Compliance @
Chad Fleck Education
- Merrimack College
Bachelor of Science (International Business)
1987-1991
Chad Fleck Skills
- series 14
- series 8
- Investment Advisory
- sales
- Bonds
- Risk Management
- Asset Management
- Compliance
- Internal Controls
- Defined Benefit
- defined contribution
- ERISA
- Internal Audit
- Brokerage
- Operations
- DTC
- MSRB
- municipal bonds
- security master
- Corrections
- Problem resolution
- Social Media
- Suitability
- Series 7
- Series 24
- Team Building
- Mutual Funds
- Investments
- Training
- Management
- Securities
- FINRA
- Business Strategy
Chad Fleck Summary
- Chad Fleck, based in North Smithfield, RI, US, is currently a Vice President, Advisory and Wealth Management Compliance at Fidelity Investments. Chad Fleck holds a 1987 - 1991 Bachelor of Science in International Business @ Merrimack College. With a robust skill set that includes series 14, series 8, Investment Advisory, sales, Bonds and more. Chad Fleck has 5 emails and 3 mobile phone numbers on RocketReach.
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