Michael Youssef Email & Phone Number
Vice President, Regional Planning Leader @ Fidelity Investments
5 free lookup(s).
Michael Youssef Location
- Irvine, CA, US
Michael Youssef Work
- 2023 - now Vice President, Regional Planning Leader @
- 2016 - 2023 Vice President, Branch Leader @
- 2014 - 2016 Assistant Branch Leader @
- 2010 - 2014 Financial Consultant @
- 2009 - 2010 Financial Advisor @
Michael Youssef Education
- Cal State Fullerton, College of Business and Economics
Finance (Finance and Financial Management Services)
2005 - 2009
Michael Youssef Skills
- Portfolio Management
- Financial Advisory
- Series 63
- Investment Strategies
- Securities
- Investments
- Fixed Annuities
- Investment Advisory
- Financial Services
- Retirement Planning
- Wealth Management
- Financial Planning
- Mutual Funds
- Series 7
Michael Youssef Summary
- Michael Youssef, based in Irvine, CA, US, is currently a Vice President, Regional Planning Leader at Fidelity Investments. Michael Youssef brings experience from previous roles at Fidelity Investments and Edward Jones. Michael Youssef holds a 2005 - 2009 Finance in Finance and Financial Management Services @ Cal State Fullerton, College of Business and Economics. With a robust skill set that includes Portfolio Management, Financial Advisory, Series 63, Investment Strategies, Securities and more. Michael Youssef has 2 emails and 2 mobile phone numbers on RocketReach.
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