James Morin Email & Phone Number
Trust Officer @ Fidelity Investments
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
James Morin Location
- Boston, MA, US
James Morin Work
- 2019 -now Trust Officer @
- 2017 -2019 Associate Trust Officer @
- 2012 -2017 Trust Implementation Manager @
- 2006 -2012 Sr. Trust Analyst @
- 2005 -2007 President and Managing Partner @ LMN Partners LLC d/b/a Subway® Restaurant
- 2002 -2006 Tax Specialist @
- 2000 -2002 Team Leader - Portfolio Advisory Services @
- 1999 -2000 Priority Services Specialist @
- 1997 -1999 Brokerage Service and Trading Representative @
- 1996 -1997 Tax Compliance Specialist @
James Morin Education
- Cannon Financial Institute
CTFA Candidate
2012-2014 - Suffolk University - Sawyer Business School
MST
2006-2009 - Nichols College
MBA
1991-1993 - Franklin Pierce University
BS
1987-1991
James Morin Skills
- Leadership
- Estate Planning
- Banking
- Charitable Trusts
- Non profit
- Personal Trust
- Non Profit Administration
- Insurance
- Fiduciary Services
- Retirement Planning
- Tax
- Investments
- Trust Management
- Non Profit Volunteer
- Process Improvement
- 401k
- Investment Advisory
- Asset Managment
- Wealth Management
- Mutual Funds
- See 19+See Less
- Personal Trust Administration
- Risk Management
- Asset Management
- Microsoft Excel
- Business Process
- Training
- Customer Service
- Financial Analysis
- Trustee
- Tax Accounting
- Tax Preparation
- Budgets
- Business Process Improvement
- Business Strategy
- Management
- Project Management
- Coaching
- Research
- Organizational Leadership
- Program Implementation
- Organizational
- Series 7
- Securities
- Trust Services
James Morin Summary
- James Morin, based in Boston, MA, US, is currently a Trust Officer at Fidelity Investments. James Morin brings experience from previous roles at Fidelity Investments, Fidelity Investments - Personal Trust and LMN Partners LLC d/b/a Subway® Restaurant. James Morin holds a 2012 - 2014 CTFA Candidate @ Cannon Financial Institute. With a robust skill set that includes Leadership, Estate Planning, Banking, Charitable Trusts, Non profit and more. James Morin has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different James Morin?
Find contact details for 700 million professionals.
Others Named James Morin
James Morin
Executive Chef
Orlando, FL, US
James Morin
Trust Officer
Boston, MA, US
James Morin
President and Principle
Great Falls, MT, US
James Morin
Marketing Manager - Global Marketing
Portage, MI, US
James Morin
Vice President, Strategy and Operations
Austin, TX, US
James Morin
Buyer
New Ipswich, NH, US
Top Fidelity Investments Employees
Keith Dennelly
CIO Asset Management
Boston, MA, US
Eric Emerson
CIO - Brokerage Recordkeeping Technology
Boston, MA, US
Tim Codrington
Managing Director of Research
Boston, MA, US
Mike Pegnato
COO, Fidelity Personal Trust Company
Swampscott, MA, US
Kevin Sweeney
President of Digital Brokerage Services
Caldwell, NJ, US
Phil Donovan
COO, Digital Workplace
Boston, MA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co