Teams at Fidelity Investments

Leads client-facing financial and estate planning engagements for high-net-worth clients and advisors. Develops comprehensive plans using eMoney, covering retirement, investment, insurance, tax, estate, and family wealth transfer needs. Oversees regional client engagements, collaborates with advisors and planning teams, coaches junior staff, and communicates complex recommendations clearly. Requires extensive trusts and estate planning experience, financial services expertise, and FINRA Series 7 and 66 licenses.

Lead sourcing, diligence, and investment recommendations for mid-to-late-stage venture growth opportunities in the semiconductor and technology hardware sectors. Build relationships with founders, co-investors, and internal investment teams; perform financial modeling and valuation analysis; review deal terms, coordinate legal documentation, and support portfolio companies as needed.

Provide face-to-face financial guidance and comprehensive investment and retirement planning to an existing client base. Build relationships, recommend investment solutions, grow client assets, and deliver outstanding client service while maintaining required FINRA registrations and following regulatory requirements.