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
- Vice President, Financial Consultant @ (June 2025 - Present)
- Financial Consultant @ (January 2019 - June 2025)
- Investment Consultant @ (September 2016 - January 2019)
- Relationship Manager @ (February 2016 - August 2016)
- Financial Representative II @ (January 2015 - February 2016)
- Registered Service Associate @ (June 2011 - January 2015)
- Lab Technician @ Lifestyles (May 2007 - August 2010)
- Intern @ (May 2010 - July 2010)
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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