Todd Wakefield Email & Phone Number
Client Service Manager @ Fidelity Investments
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Todd Wakefield Location
- Provo, UT, US
Todd Wakefield Work
- 2024 - now Client Service Manager @
- 2022 - 2024 Help Desk, Workplace Planning and Advice @
- 2020 - 2021 Workplace Planning Consultant III @
- 2020 - 2020 Workplace Planning Consultant II, Personalized Planning and Advice @
- 2019 - 2020 Workplace Planning Consultant I, Personalized Planning and Advice @
- 2019 - 2019 Workplace Planning Consultant I @
- 2018 - 2019 Non Qualified Plan Services Lead @
- 2017 - 2018 Multi-Vendor TEM Associate III @
- 2016 - 2017 Tax Exempt Financial Associate II @
- 2016 - 2016 Defined Contribution Associate I @
- 2013 - 2016 BYU Photo - Photographer, Editor, Videographer @
- 2011 - 2015 BYU Ballroom Dance Company Tour Team @
- 2011 - 2012 Teller @
- 2004 - 2008 Pooper scooper @ Cedarwood Arabians
- 2006 - 2007 Timberline Leadership Staff @
Todd Wakefield Education
- Texas Tech University
Masters of Personal Financial Planning (Finance and Financial Management Services)
2019 - 2021 - Brigham Young University
Bachelor degree (Exercise Science)
2009 - 2016
Todd Wakefield Summary
- Todd Wakefield, based in Provo, UT, US, is currently a Client Service Manager at Fidelity Investments. Todd Wakefield brings experience from previous roles at Fidelity Investments. Todd Wakefield holds a 2019 - 2021 Masters of Personal Financial Planning in Finance and Financial Management Services @ Texas Tech University. Todd Wakefield has 1 emails and 1 mobile phone numbers on RocketReach.
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