Peter Xia Email & Phone Number
Investment Management Consultant II @ Fidelity Investments
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Peter Xia Location
- Chicago, IL, US
Peter Xia Work
- Investment Management Consultant II @ (November 2021 - Present)
- Client Management Representative @ (March 2021 - November 2021)
- Financial Solution Advisor @ (July 2019 - March 2021)
- Relationship Consultant @ (November 2017 - July 2019)
- Mortgage Banker @ (August 2016 - November 2017)
- Financial Representative Intern @ (December 2015 - May 2016)
Peter Xia Education
- University of Illinois Urbana-Champaign
Bachelor of Science - BS (Financial Planning and Services)
2012-2016
Peter Xia Skills
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- PowerPoint
- Public Speaking
- Customer Service
- Management
- Analytical Skills
- Time Management
- Sales
- Teamwork
- Research
- Social Media Marketing
- Digital Marketing
Peter Xia Summary
- Peter Xia, based in Chicago, IL, US, is currently a Investment Management Consultant II at Fidelity Investments. Peter Xia brings experience from previous roles at Fidelity Investments, Merrill Edge and BMO Financial Group. Peter Xia holds a 2012 - 2016 Bachelor of Science - BS in Financial Planning and Services @ University of Illinois Urbana-Champaign. With a robust skill set that includes Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking and more. Peter Xia has 2 emails and 1 mobile phone numbers on RocketReach.
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