Huong do Location
- Chapel Hill, NC, US
Huong do Work
- 2021 - now Regional Vice President @ Fidelity Philanthropic Services
- 2015 - 2021 Financial Consultant @
- 2011 - 2015 Private Wealth Advisor @
- 2009 - 2011 Plan Administrator @
- 2007 - 2009 Retirement Investment Specialist @
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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