Jonathan Marchetti Email & Phone Number
Client Service Leader @ Fidelity Investments
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Jonathan Marchetti Location
- Smithfield, RI, US
Jonathan Marchetti Work
- 2022 - now Client Service Leader @
- 2014 - 2022 Senior Director @
- 2005 - 2014 Client Manager @
- 2003 - 2005 Senior Financial Advisor @
- 2001 - 2003 Financial Advisor @ Quick & Reilly
Jonathan Marchetti Education
- Rhode Island College
Master of Professional Accountancy (MPAc) (Financial Planning and Services)
2007 - 2010 - Rhode Island College
Bachelor of Applied Science (B.A.Sc.) (Business Administration and Management, General)
1993 - 1999
Jonathan Marchetti Skills
- Relationship Management
- Mutual Funds
- Portfolio Management
- Series 7
- Series 24
- Series 99
- Series 63
- Retirement
- Investments
- New Business Development
- Pensions
- Personal Financial Planning
- Innovative Problem Solving
- Uniform Combined State Law
- Rhode Island Insurance Producers License
- 401k
- Investment Advisory
- Asset Allocation
- Financial Advisory
- Financial Services
- Securities
- Accounting
- Account Management
- Sales
- Microsoft Excel
- Strategy
- Strategic Planning
- Customer Service
Jonathan Marchetti Summary
- Jonathan Marchetti, based in Smithfield, RI, US, is currently a Client Service Leader at Fidelity Investments. Jonathan Marchetti brings experience from previous roles at Fidelity Investments, Citizens Bank and Quick & Reilly. Jonathan Marchetti holds a 2007 - 2010 Master of Professional Accountancy (MPAc) in Financial Planning and Services @ Rhode Island College. With a robust skill set that includes Relationship Management, Mutual Funds, Portfolio Management, Series 7, Series 24 and more. Jonathan Marchetti has 2 emails and 1 mobile phone numbers on RocketReach.
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