Michael Serafin-Wozniak Email & Phone Number
Investment Management Consultant @ Fidelity Investments
Michael Serafin-Wozniak's Location
Torrington, CT, US
Michael Serafin-Wozniak's Work
- Investment Management Consultant @ Fidelity Investments
- Portfolio Specialist @ Fidelity Investments
- Client Management Representative @ Fidelity Investments
- Financial Solutions Advisor @ Merrill Edge
Michael Serafin-Wozniak's Education
- Fordham University
Bachelor's Degree (Economics)
2008 - 2013
Michael Serafin-Wozniak's Skills
- Needs Based Analysis
- Philanthrophic Planning
- Portfolio Advisor
- Retirement Planning
- Structured Finance
- Wealth Transfer Planning
- Values Based and Esg Investing
- Small Business Retirement Plans
- Achieving Great Outcomes for Clients
- Advice and Guidance
Michael Serafin-Wozniak's Summary
Michael Serafin-Wozniak, based in Torrington, CT, US, is currently a Investment Management Consultant at Fidelity Investments, bringing experience from previous roles at Fidelity Investments and Merrill Edge. Michael Serafin-Wozniak holds a 2008 - 2013 Bachelor's Degree in Economics @ Fordham University. With a robust skill set that includes Needs Based Analysis, Philanthrophic Planning, Portfolio Advisor, Retirement Planning, Structured Finance and more, Michael Serafin-Wozniak contributes valuable insights to the industry. Michael Serafin-Wozniak has 6 emails and 1 mobile phone number on RocketReach.
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