Stephanie Wilkinson Email & Phone Number
VP, Head of Client Services Strategy and Planning @ Fidelity Investments
Stephanie Wilkinson's Location
Merrimack, NH, US
Stephanie Wilkinson's Work
- VP, Head of Client Services Strategy and Planning @ Fidelity Investments
- VP, Business Enablement Leader @ Fidelity Investments
- VP, PI Regional Center Strategic Portfolio Lead @ Fidelity Investments
- VP, RC Strategy and Functional Effectiveness Leader @ Fidelity Investments
- RC Transformation (Director) @ Fidelity Investments
- Investment Solutions Manager- Sales @ Fidelity Investments
- Premium Manager- High Net Worth @ Fidelity Investments
- Senior Facilitator I @ Fidelity Investments
- Private Client Group @ Fidelity Investments
- Premium Service Representative @ Fidelity Investments
Stephanie Wilkinson's Education
- University of New Hampshire
Master of Business Administration - MBA (Business Administration and Management, General)
2014 - 2017 - University of New Hampshire
BS (Interdisciplinary Mathematics)
2000 - 2004 - The University of Connecticut
(Physical Therapy/Therapist)
1999 - 2000
- Conval Regional High School1995 - 1999
Stephanie Wilkinson's Skills
- Series 7
- Series 63
- 401k
- Relationship Management
- Financial Services
- Customer Service
- Trading
- Coaching
- Retirement
- IRAs
Stephanie Wilkinson's Summary
Stephanie Wilkinson, based in Merrimack, NH, US, is currently a VP, Head of Client Services Strategy and Planning at Fidelity Investments, bringing experience from previous roles at Fidelity Investments. Stephanie Wilkinson holds a 2014 - 2017 Master of Business Administration - MBA in Business Administration and Management, General @ University of New Hampshire. With a robust skill set that includes Series 7, Series 63, 401k, Relationship Management, Financial Services and more, Stephanie Wilkinson contributes valuable insights to the industry. Stephanie Wilkinson has 3 emails on RocketReach.
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