William Pass Email
Retirement Planner @ Fidelity Investments
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
William Pass Location
- Texas, United States
William Pass Work
- 2022 -now Retirement Planner @
- 2015 -now Transition Service Specialist @
- 2019 -2022 Retirement Planner Associate @
- 2012 -2015 High Net Worth Premium Services Representative @
- 2011 -2012 Retirements Representative @
- 2010 -2011 Financial Representative - Full Trader @
- 2009 -2010 Bankruptcy Counselor @
- 2008 -2009 Emergency Response Coordinator @
- 2001 -2008 Human Services Specialist @
- 1997 -2001 Honor Guard and Escort to the President @
William Pass Education
- Oregon State University
currently pursuing Bachelor degree and the CFP designation (Finance, Certified Financial Planner designation)
2026-2030 - North Central Texas College
Associate of Science - AS (Liberal Arts and Sciences/Liberal Studies)
2009-2012
William Pass Summary
- William Pass, based in Texas, United States, is currently a Retirement Planner at Fidelity Investments. William Pass brings experience from previous roles at Fidelity Investments. William Pass holds a 2026 - 2030 currently pursuing Bachelor degree and the CFP designation in Finance, Certified Financial Planner designation @ Oregon State University. William Pass has 1 emails on RocketReach.
Looking for a different William Pass?
Find contact details for 700 million professionals.
Others Named William Pass
Willie Pass
Chief Financial Officer
Wilmington, DE, US
Will Pass
Investment Associate
New York, NY, US
William Pass
Community Capacity Building Lead
New South Wales, Australia
Top Fidelity Investments Employees
Pk Shiu
CTO, DeFi Startup
Boston, MA, US
Kristin White
Chief Financial Officer, Fidelity Brokerage
Boston, MA, US
Christopher Melia
CIO - Head of Wealth Technology
Boston, MA, US
Michael Wilens
President, Enterprise Services
Boston, MA, US
Tim Codrington
Managing Director of Research
Boston, MA, US
Edmond Holohan
Chief Product Owner Application Security
Boston, MA, US
Mike Pegnato
COO, Fidelity Personal Trust Company
Swampscott, MA, US
David Wolf
Chief Product Officer, Finance Platform
Boston, MA, US
Phil Donovan
COO, Digital Workplace
Boston, MA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co