Aaron Feldman - Vice President, Financial Consultant at Fidelity Investments

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Aaron feldman

Washington DC-Baltimore Area

+91 xxxx xxxxx

[email protected]

2000 followers

Timeline
Aug 2006 - Feb 2011
Director
Essex Realty Group, Inc.
Mar 2011 - Oct 2014
Regional Consultant
Invesco US
Nov 2014 - Jan 2017
Vice President
First Trust
Current Company
Jan 2017 - now
Vice President, Financial Consultant
Fidelity Investments
Washington DC-Baltimore Area
Current Company
Jun 2020 - now
Volunteer Board Member, Vice President
NAMI MONTGOMERY COUNTY
About me
Vice President, Financial Consultant at Fidelity Investments
Education
- Berkeley preparatory school
  -
- Miami university
  2002 - 2006
  Ba
  Activities and Societies: Sigma Alpha Epsilon, Interfraternity Council
Experience
- Essex realty group, inc.
  Aug 2006 - Feb 2011
  Director
  Investment Real Estate before, during, and after the Global Financial Crisis. Baptism by fire.
- Invesco us
  Mar 2011 - Oct 2014
  Regional consultant
- First trust
  Nov 2014 - Jan 2017
  Vice president
- Fidelity investments
  Jan 2017 - now
  - Vice President, Financial Consultant
    Dec 2021 - now
  - Financial Consultant
    Jan 2017 - Dec 2021
- Nami montgomery county
  Jun 2020 - now
  Volunteer board member, vice president
Licenses & Certifications
- Series 7
  Finra
  Apr 2011
- Insurance agent, accident, health, life, variable life & variable annuities
  National association of insurance commissioners (naic)
- Series 66
  Finra
  May 2011
Honors & Awards
- Awarded to Aaron Feldman
  2013 Top Gun Invesco Dec 2013 Awarded to the highest gross sales team.
- Awarded to Aaron Feldman
  2012 Top Gun - Dec 2012 Awarded to the highest gross sales team.
- Awarded to Aaron Feldman
  2011 Top Gun Invesco Dec 2011 Awarded to the highest gross sales team.