Sean Wallace Email & Phone Number
Vice President, Financial Consultant @ Fidelity Investments
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Sean Wallace Location
- Ann Arbor, MI, US
Sean Wallace Work
- 2025 -now Vice President, Financial Consultant @
- 2019 -2025 Financial Consultant @
- 2016 -2019 Investment Consultant @
- 2016 -2016 Relationship Manager @
- 2015 -2016 Financial Representative II @
- 2011 -2015 Registered Service Associate @
- 2007 -2010 Lab Technician @ Lifestyles
- 2010 -2010 Intern @
Sean Wallace Education
- Central Michigan University
BSBA (Personal Financial Planning)
2007-2011 - Dexter High School 2003-2007
Sean Wallace Skills
- Securities
- CRM
- Sales
- PowerPoint
- Microsoft Office
- Financial Analysis
- Microsoft Word
- Customer Service
- Microsoft Excel
- Time Management
- Critical Thinking
- Teamwork
- Risk Management
Sean Wallace Summary
- Sean Wallace, based in Ann Arbor, MI, US, is currently a Vice President, Financial Consultant at Fidelity Investments. Sean Wallace brings experience from previous roles at Fidelity Investments. Sean Wallace holds a 2007 - 2011 BSBA in Personal Financial Planning @ Central Michigan University. With a robust skill set that includes Securities, CRM, Sales, PowerPoint, Microsoft Office and more. Sean Wallace has 1 emails on RocketReach.
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