Tri Email
Vice President Financial Consultant @ Fidelity Investments
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Tri Location
- San Francisco, CA, US
Tri Work
- 2022 -now Vice President Financial Consultant @
Tri Education
- The University of Texas at Arlington - College of Business Administration
BA (Finance)
2006-2011
Tri Skills
- Strategic Financial Planning
- Retirement Planning
- Investments
- Portfolio Management
- Investment Management
- Series 63
- Financial Advisory
- Financial Planning
- IRAs
- 401k
- Rollovers
- Series 66
- Customer Relationship Management
- Asset Allocation
- Financial Services
- Equities
- Wealth Management
- Mutual Funds
- Customer Service
- 401k Rollovers
- ETFs
- Retirement
- Options
- Series 7
- Securities
Tri Summary
- Tri, based in San Francisco, CA, US, is currently a Vice President Financial Consultant at Fidelity Investments. Tri holds a 2006 - 2011 BA in Finance @ The University of Texas at Arlington - College of Business Administration. With a robust skill set that includes Strategic Financial Planning, Retirement Planning, Investments, Portfolio Management, Investment Management and more. Tri has 1 emails on RocketReach.
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