Dana Marsh Email & Phone Number
Planning Consultant @ Fidelity Investments
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Dana Marsh Location
- Appleton, WI, US
Dana Marsh Work
- 2012 -now Planning Consultant @
- 2004 -2012 Financial Consultant @ Wells Fargo Advantage Funds
Dana Marsh Education
- University of Wisconsin-Milwaukee
Bachelor of Business Administration (BBA) (Finance Emphasis)
2000-2004 - University of Wisconsin-Milwaukee
Bachelor of Business Administration (BBA) (Finance, General)
2000-2004
Dana Marsh Skills
- Investments
- Mutual Funds
- Financial Services
- Experience in cold call prospecting and telephone sales
- Specialties include asset allocation construction and retirement planning
- Finance
- FINRA Series 7, 63 and 65 licensed
- Extensive knowledge of investment products and financial industry
- 11 years financial services experience
- Financial Reporting
- 63 And 65 Licensed
- 7 Years Of Financial Industry Sales And Service Experience
- Business Analysis
- Finra Series 7
- Credit
- Sales
Dana Marsh Summary
- Dana Marsh, based in Appleton, WI, US, is currently a Planning Consultant at Fidelity Investments. Dana Marsh brings experience from previous roles at Wells Fargo Advantage Funds. Dana Marsh holds a 2000 - 2004 Bachelor of Business Administration (BBA) in Finance Emphasis @ University of Wisconsin-Milwaukee. With a robust skill set that includes Investments, Mutual Funds, Financial Services, Experience in cold call prospecting and telephone sales, Specialties include asset allocation construction and retirement planning and more. Dana Marsh has 1 emails and 2 mobile phone numbers on RocketReach.
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