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Brandan Slack

201 followers

Salt Lake City Metropolitan Area

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Timeline
About me
Regional Center Learning Lead at Fidelity Investments
Education
- Western Governors University
  2012 - 2016
  Bachelor of Science (B.S.) Business Administration and Management, General
- Salt Lake Community College
  2010 - 2012
  Associate's degree General Studies
Experience
- Mountain America Credit Union
  Jul 2009 - Mar 2012
  Assist members with all consumer loan products, as well as help members who are experiencing fraud on their accounts.
  - Financial Services Representative
    Apr 2007 - Mar 2012
  - Member Account Specialist
    Jul 2009 - Jan 2011
- Fidelity Investments
  Mar 2013 - Mar 2013
  Financial Services Representative
- Fidelity Investments
  Jun 2018 - now
  - Regional Center Learning Lead
    Jun 2020 - now
  - Help Desk, Client Services Tier 1
    Apr 2019 - Jun 2020
  - Help Desk, Client Services Tier 1
    Apr 2019 - Jun 2020
  - Onboarding Coach
    Jun 2018 - Apr 2019
Licenses & Certifications
- Project+
  CompTIA
  Nov 2015
- Certified Financial Planner (CFP)
  CFP Board
  Jan 2024