John Destefano Email & Phone Number
Vice President, Retirement Director @ Fidelity Investments
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John Destefano Location
- Bradenton, FL, US
John Destefano Work
- 2025 -now Vice President, Retirement Director @
- 2024 -2025 Vice President, Advisor Consultant @
- 2020 -2024 Vice President, Regional Account Executive @
- 2019 -2020 Vice President, Intermediary Business Development @
- 2017 -2019 Regional Retirement Consultant @
- 2016 -2017 Regional Sales Consultant @
- 2016 -2016 Planning and Guidance Consultant II @
- 2015 -2016 WPS Service Delivery Manager @
- 2015 -2015 Guidance Support Specialist @
- 2014 -2015 Planning and Guidance Consultant II @
- 2013 -2014 Planning and Guidance Consultant I @
- 2013 -2013 Defined Contribution Representative @
John Destefano Education
- Southern New Hampshire University 2016-2020
John Destefano Skills
- Investments
- Uniform Securities Agent State Law
- Securities
- General Securities Representative
- Microsoft Office
- Investment Strategies
- Team Leadership
- Public Speaking
- Retirement Planning
- Financial Services
- Series 7
- Uniform Investment Advisor
- Data Analysis
- Finra Series 9/10
- Teaching
- Finra Series 66
- Customer Service
- PowerPoint
- Uniform Combined State Law
- Management
- Retirement Plan Consulting
- Finance
- Sales Management
- Sales
- Leadership
- Finra Series 7
- Mutual Funds
- Microsoft Excel
- General Securities Sales Supervisor
- Finra Series 63
John Destefano Summary
- John Destefano, based in Bradenton, FL, US, is currently a Vice President, Retirement Director at Fidelity Investments. John Destefano brings experience from previous roles at Fidelity Investments. John Destefano holds a 2016 - 2020 Southern New Hampshire University. With a robust skill set that includes Investments, Uniform Securities Agent State Law, Securities, General Securities Representative, Microsoft Office and more. John Destefano has 4 emails and 3 mobile phone numbers on RocketReach.
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