Huong do Email & Phone Number
Regional Vice President
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Huong do Location
- Chapel Hill, NC, US
Huong do Work
- Regional Vice President @ Fidelity Philanthropic Services (October 2021 - Present)
- Financial Consultant @ (March 2015 - October 2021)
- Private Wealth Advisor @ (August 2011 - March 2015)
- Plan Administrator @ (March 2009 - August 2011)
- Retirement Investment Specialist @ (October 2007 - March 2009)
Huong do Education
- University of North Carolina at Chapel Hill
Bachelor's degree
2003-2007
Huong do Skills
- Retirement Planning
- Retirement
- 401k
- Investments
- Mutual Funds
- Asset Allocation
- Finance
- Securities
- Wealth Management
- Financial Services
- strategic investment planning
- Series 63
- Financial Advisory
- Investment Advisory
- Strategic Planning
- Series 7
Huong do Summary
- Huong do, based in Chapel Hill, NC, US, is currently a Regional Vice President at Fidelity Philanthropic Services. Huong do brings experience from previous roles at Fidelity Investments, Wells Fargo and MVP Plan Administrators, Inc.. Huong do holds a 2003 - 2007 Bachelor's degree @ University of North Carolina at Chapel Hill. With a robust skill set that includes Retirement Planning, Retirement, 401k, Investments, Mutual Funds and more. Huong do has 1 emails and 1 mobile phone numbers on RocketReach.
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