Deep Enrich
Patrick Cobb, CFP®
178 followers
Wellesley Hills, Massachusetts, United States
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About me
Client Service Manager at Fidelity Investments
Education
Lynchburg College
2010 - 2014
Experience
Fidelity Investments
Jun 2014 - nowClient Service Manager III
Nov 2022 - nowPlanning Consultant
Dec 2020 - Nov 2022Relationship Manager
Jun 2019 - Dec 2020National Retirement Planner
Apr 2018 - Jun 2019Retirement Solutions Representative
Jan 2016 - Apr 2018Investment Solutions Representative
Jun 2015 - Jan 2016High Opportunity Financial Representative
Jan 2015 - Jun 2015Financial Representative
Jun 2014 - Jan 2015
Licenses & Certifications
Certified Financial Planner
CFP Board of StandardsDec 2018
Languages
- enEnglish
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