Josh Willis Email & Phone Number

Investment Management Consultant I @ Fidelity Investments

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Josh Willis Location

Payson, UT, US

Josh Willis Work

2025 - now Investment Management Consultant I @ Fidelity Investments
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2022 - 2025 Director, Retirement Planner @ Fidelity Investments
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2020 - 2022 Retirement Planner @ Fidelity Investments
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2017 - 2020 Trading Execution Representative III @ Fidelity Investments
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2015 - 2017 Financial Representative Full Trader @ Fidelity Investments
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2009 - 2016 Senior Associate @ Managed Wealth Financial
2014 - 2015 Senior Customer Relations Manager @ TraderMinute
2008 - 2013 Freight and Merchandise Manager @ Days Market
2006 - 2012 Senior Investment and Finance Coach @ Prosper Inc

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Josh Willis Education

Utah Valley University
Associates (Finance, Business Management)
2004 - 2008

Josh Willis Skills

Leadership
Team Building
Social Media

Public Speaking
Personal Development
Salesforce.com
Online Marketing
Account Management
Sales
Teaching

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Josh Willis Summary

Josh Willis, based in Payson, UT, US, is currently a Investment Management Consultant I at Fidelity Investments. Josh Willis brings experience from previous roles at Fidelity Investments. Josh Willis holds a 2004 - 2008 Associates in Finance, Business Management @ Utah Valley University. With a robust skill set that includes Leadership, Team Building, Social Media, Public Speaking, Personal Development and more. Josh Willis has 7 emails and 6 mobile phone numbers on RocketReach.

Josh Willis Emails

Found 7 emails

Josh Willis Phone Numbers

Found 6 phone numbers

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Top Fidelity Investments Employees

Michael Wilens

President, Enterprise Services at Fidelity Investments

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CTO, DeFi Startup at Fidelity Investments

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Chief Financial Officer, Fidelity Brokerage at Fidelity Investments

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Michael Gabree

CIO , Head of Technology for Workplace Investing at Fidelity Investments at Fidelity Investments

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Christopher Melia

CIO - Head of Wealth Technology at Fidelity Investments

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Nicole Connolly

CIO of Sustainable Investing and Portfolio Manager at Fidelity Investments

Boston, MA, US
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Chief Product Officer, Finance Platform at Fidelity Investments

Boston, MA, US
1
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3
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Edmond Holohan

Chief Product Owner Application Security at Fidelity Investments

Boston, MA, US
2
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Mike Pegnato

COO, Fidelity Personal Trust Company at Fidelity Investments

Swampscott, MA, US
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