Emily Rae Email & Phone Number
Regional Director @ Fidelity Investments
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Emily Rae Location
- North Miami Beach, FL, US
Emily Rae Work
- 2026 -now Regional Director @
- 2013 -2026 Regional Vice President - Advisor Consultant at Hartford Funds @
- 2007 -2013 Regional Vice President @
- 2002 -2007 Regional Vice President @
- 2001 -2002 Investment Analyst @
- 2000 -2001 Financial Analyst @
- 1998 -2000 Senior Registered Associate @
- 1997 -1998 Registered Associate @ FBS Investment Services
- 1996 -1997 Telephone Transactions @ Colonial Mutual Funds
Emily Rae Education
- Truman State University
Emily Rae Skills
- Series 7
- Series 6
- Series 63
- Series 65
- Financial Modeling
- Financial Analysis
- Asset Allocation
- Separately Managed Accounts
- Global Tactical Asset Allocation
- Fixed Income Strategies
- Municipal Bonds
- Pending CIMA Certification Exam
- Project Management
- Investments
- Marketing
- Customer Service
- Strategic Planning
- Nursing
- Sales
Emily Rae Summary
- Emily Rae, based in North Miami Beach, FL, US, is currently a Regional Director at Fidelity Investments. Emily Rae brings experience from previous roles at Hartford Funds, ING U.S. Investment Management, Aquila Group of Funds and Colorado State Bank and Trust. Emily Rae holds a Truman State University. With a robust skill set that includes Series 7, Series 6, Series 63, Series 65, Financial Modeling and more. Emily Rae has 1 emails and 1 mobile phone numbers on RocketReach.
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