Sam Albert Email & Phone Number
Vice president, Wealth Planner @ Fidelity Investments
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Sam Albert Location
- Jacksonville, FL, US
Sam Albert Work
- Vice president, Wealth Planner @ (June 2024 - Present)
- Portfolio Specialist @ (January 2012 - July 2017)
- Senior Portfolio Specialist @ (August 2017 - June 2024)
- Account Executive @ (December 2010 - December 2011)
- Investment Representative @ (May 2009 - December 2010)
- Financial Representative @ (April 2009 - May 2010)
- Financial Advisor @ (October 2007 - February 2009)
- Account Executive @ Argent Mortgage Company LLC (January 2006 - January 2007)
- Account Executive @ Centex Home Equity (January 2004 - January 2006)
Sam Albert Education
- Washington State University - College of Business and Economics
Bachelor's degree (Management Information Systems, General)
1998-2002
Sam Albert Skills
- Leadership
- Annuities
- Program Management
- Series 66
- Strategic Planning
- Financial Analysis
- Insurance
- Asset Allocation
- Series 7
- Retirement Planning
- Sales Management
- Financial Planning
Sam Albert Summary
- Sam Albert, based in Jacksonville, FL, US, is currently a Vice president, Wealth Planner at Fidelity Investments. Sam Albert brings experience from previous roles at Fidelity Investments. Sam Albert holds a 1998 - 2002 Bachelor's degree in Management Information Systems, General @ Washington State University - College of Business and Economics. With a robust skill set that includes Leadership, Annuities, Program Management, Series 66, Strategic Planning and more. Sam Albert has 3 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Sam Albert?
Find contact details for 700 million professionals.
Others Named Sam Albert
Sam Albert
Lead Process Engineer - Polishing and Cleaning
Scappoose, OR, US
Sam Albert
Project Manager II
Portland, OR, US
Sam Albert
Vice president, Wealth Planner
Jacksonville, FL, US
Sam Albert
Chief Digital Officer (CDO)
New York, NY, US
Sam Hargis-Albert
Director of Development and Communications
Boston, MA, US
Sam Albert
REALTOR®
Providence, RI, US
Top Fidelity Investments Employees
Pk Shiu
CTO, DeFi Startup
Boston, MA, US
Keith Dennelly
CIO Asset Management
Boston, MA, US
Eric Emerson
CIO - Brokerage Recordkeeping Technology
Boston, MA, US
Kristin White
Chief Financial Officer, Fidelity Brokerage
Boston, MA, US
Christopher Melia
CIO - Head of Wealth Technology
Boston, MA, US
Michael Wilens
President, Enterprise Services
Boston, MA, US
Janet Clay
Managing Director of Research
Boston, MA, US
Tim Codrington
Managing Director of Research
Boston, MA, US
Edmond Holohan
Chief Product Owner Application Security
Boston, MA, US
Mike Pegnato
COO, Fidelity Personal Trust Company
Swampscott, MA, US
Abby Johnson
Chairman and Chief Executive Officer
Boston, Massachusetts, United States
David Wolf
Chief Product Officer, Finance Platform
Boston, MA, US
Phil Donovan
COO, Digital Workplace
Boston, MA, US
Michael O'Reilly
President, Fidelity Digital Assets
Boston, MA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co