2021 -
now Benefits and Planning Consultant, Executive Services @
2020 -
2021 Worplace Planning Consultant Iii at Fidelity Investments @
2018 -
2020 Worplace Planning Consultant Ii @
2018 -
2018 Investment Sales and Solutions Representative @
2015 -
2018 High Net Worth Service Associate Ii @
2013 -
2015 Associate Account Representative @
Michael DeWitt Education
University of Colorado Boulder
Bachelor of Science (Accounting)
2007
-
2011
Michael DeWitt Skills
Microsoft Office
Microsoft Excel
Microsoft Word
Customer Service
Research
Photoshop
Commercial Drivers License
Sales
Leadership
Public Speaking
Financial Planning
Asset Allocation
401 Retirement Savings Plans
Equity Trading
Time Management
Asset Location
Securities License
Corporate Actions
Retail Brokerage
Michael DeWitt Summary
Michael DeWitt, based in Denver, CO, US, is currently a Benefits and Planning Consultant, Executive Services at Fidelity Investments. Michael DeWitt brings experience from previous roles at Fidelity Investments. Michael DeWitt holds a 2007 - 2011 Bachelor of Science in Accounting @ University of Colorado Boulder. With a robust skill set that includes Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Research and more. Michael DeWitt has 2 emails on RocketReach.
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