Role and Company
Retirement Relationship Manager , Fidelity Investments
Expertise
15 years experience in financial services
Location
Salt Lake City, UT
About Ted
Military:
U.S.Army 6 years of service, MOS 27T Avenger System Repair. 1994-2000. Spent most of my time at Fort Hood, Texas.
Civilian Career:
American Investment Bank, service representative for high default risk auto loan portfolio
Northwester Mutual, internship and full time representative selling life and health insurance.
Fidelity Investments, multiple roles, current role, Retirement Relationship Manager. Series 7 & 63 license. Main role is to help customers with their prior employer retirement plans, 401ks/403b ect. and provide investment and retirement income guidance.