Jim Budzinski Email & Phone Number
Investment Management Consultant II @ Fidelity Investments
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Jim Budzinski Location
- Denver, CO, US
Jim Budzinski Work
- 2020 -now Investment Management Consultant II @
- 2017 -2020 Investment Solutions @
- 2015 -2017 Financial Advisor @
Jim Budzinski Education
- Dartmouth College
Bachelor of Arts (B.A.) (HISTORY)
2010-2015
Jim Budzinski Skills
- Financial Planning
- Retirement
- Estate Planning
- Portfolio Management
- Finance
- Investments
- Wealth Management
- Series 7
- Investment Advisory
- Asset Allocation
- Fixed Annuities
- Financial Strategies
Jim Budzinski Summary
- Jim Budzinski, based in Denver, CO, US, is currently a Investment Management Consultant II at Fidelity Investments. Jim Budzinski brings experience from previous roles at Fidelity Investments and Edward Jones. Jim Budzinski holds a 2010 - 2015 Bachelor of Arts (B.A.) in HISTORY @ Dartmouth College. With a robust skill set that includes Financial Planning, Retirement, Estate Planning, Portfolio Management, Finance and more. Jim Budzinski has 1 emails and 1 mobile phone numbers on RocketReach.
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