Mallory Morgan Email & Phone Number
Team Leader, PI Operations @ Fidelity Investments
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Mallory Morgan Location
- Cincinnati, OH, US
Mallory Morgan Work
- Team Leader, PI Operations @ (March 2023 - Present)
- Interim PI Operations Team Leader @ (August 2022 - March 2023)
- PI Operations Help Desk @ (March 2021 - August 2022)
- Managed Account Ops Specialist @ (June 2015 - March 2021)
- Brokerage Operations Representative @ (October 2013 - June 2015)
- Transaction Processor @ (May 2013 - October 2013)
- Customer Service @ (May 2012 - May 2013)
Mallory Morgan Education
- Bluegrass Community and Technical College
Associate of Science (A.S.)
2008-2011
Mallory Morgan Skills
- Cross-training
- Customer Service
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Process Improvement
- Project Management
- Series 7
- Teamwork
- Time Management
Mallory Morgan Summary
- Mallory Morgan, based in Cincinnati, OH, US, is currently a Team Leader, PI Operations at Fidelity Investments. Mallory Morgan brings experience from previous roles at Fidelity Investments. Mallory Morgan holds a 2008 - 2011 Associate of Science (A.S.) @ Bluegrass Community and Technical College. With a robust skill set that includes Cross-training, Customer Service, Microsoft Excel, Microsoft Office, Problem Solving and more. Mallory Morgan has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Mallory Morgan?
Find contact details for 700 million professionals.
Others Named Mallory Morgan
Mallory Ward
Event Specialist
La Mirada, CA, US
Mallory Morgan
Vendor and Social Media Compliance Manager
St. Louis, MO, US
Mallory Morgan
Patient Financial Advocate
Spokane Valley, WA, US
Top Fidelity Investments Employees
Pk Shiu
CTO, DeFi Startup
Boston, MA, US
Kristin White
Chief Financial Officer, Fidelity Brokerage
Boston, MA, US
Michael Wilens
President, Enterprise Services
Boston, MA, US
Tim Codrington
Managing Director of Research
Boston, MA, US
Edmond Holohan
Chief Product Owner Application Security
Boston, MA, US
Mike Pegnato
COO, Fidelity Personal Trust Company
Swampscott, MA, US
Phil Donovan
COO, Digital Workplace
Boston, MA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co