Michael Dolloff Email & Phone Number
Vice President, Executive Planning Consultant @ Fidelity Investments
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Michael Dolloff Location
- Bridgewater, NJ, US
Michael Dolloff Work
- 2021 - now Vice President, Executive Planning Consultant @
- 2012 - 2021 Vice President, Senior Account Executive @
- 2009 - 2012 Account Executive @
- 2007 - 2009 Second Vice President @
- 1991 - 2007 Assistant Vice President @
Michael Dolloff Education
- Miami University
BS Business (Finance)
1986 - 1990
Michael Dolloff Skills
- Strategic Financial Planning
- Mutual Funds
- Asset Allocation
- Series 7
- Series 63
- Financial Modeling
- Uniform Combined State Law
- Series 65
- Wealth Management
- Equities
- Fixed Income
- Portfolio Management
- Retirement Planning
- Investments
- Alternative Investments
- Securities
- Bloomberg
- Investment Advisory
- Asset Managment
- ETFs
- 401k
- Series 9/10
Michael Dolloff Summary
- Michael Dolloff, based in Bridgewater, NJ, US, is currently a Vice President, Executive Planning Consultant at Fidelity Investments. Michael Dolloff brings experience from previous roles at Fidelity Investments, Smith Barney and Merrill Lynch. Michael Dolloff holds a 1986 - 1990 BS Business in Finance @ Miami University. With a robust skill set that includes Strategic Financial Planning, Mutual Funds, Asset Allocation, Series 7, Series 63 and more. Michael Dolloff has 2 emails and 1 mobile phone numbers on RocketReach.
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