Joseph Small Email & Phone Number
Vice President, Wealth Planner @ Fidelity Investments
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Joseph Small Location
- Charlotte, NC, US
Joseph Small Work
- 2022 -now Vice President, Wealth Planner @
- 2020 -2022 Financial Consultant @
- 2017 -2019 Relationship Manager @
- 2019 -2020 Investment Consultant @
- 2016 -2017 Investment Solutions Representative @
- 2016 -2016 Premium Relationship Associate @
- 2015 -2015 Financial Services Inte @
- 2015 -2015 Administrative Intern @
- 2015 -2015 Financials Sector Analyst @ Seahawk Investment Management LLC
Joseph Small Education
- University of North Carolina at Wilmington
Bachelor's Degree (Business Administration, Finance & Economics Double Concentration)
2012-2015 - Southern Methodist University
CFP Board Registered Program (Financial Planning)
Joseph Small Skills
- Project Management
- PowerPoint
- Microsoft Office
- Healthcare Management
- Teamwork
- Microsoft Excel
- Finance
Joseph Small Summary
- Joseph Small, based in Charlotte, NC, US, is currently a Vice President, Wealth Planner at Fidelity Investments. Joseph Small brings experience from previous roles at Fidelity Investments. Joseph Small holds a 2012 - 2015 Bachelor's Degree in Business Administration, Finance & Economics Double Concentration @ University of North Carolina at Wilmington. With a robust skill set that includes Project Management, PowerPoint, Microsoft Office, Healthcare Management, Teamwork and more. Joseph Small has 1 emails and 3 mobile phone numbers on RocketReach.
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