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Claudia Ellis ChFC's Email and Phone

Manager, Trading @ Fidelity Investments

Claudia Ellis ChFC's Email

  • c****a@yahoo.com
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Location Dallas/Fort Worth Area
Work
Manager, Trading @ Fidelity Investments
Manager, HNW Service @ Fidelity Investments
Brokerage OPS Manager @ Fidelity Investments- National Financial
Annuity & Brokerage Operations Manager @ New York Life Insurance Company
Operations Manager @ TIAA-CREF
Financial Consultant @ Dreyfus
Education
Bachelor's degree, Finance, General @ St. John's University
About

Manager, Trading @ From May 2015 to Present (8 months) Manager, HNW Service @ Key member of the Fidelity Personal Investments business group providing leadership, with the primary focus on impacting team and functional results. Accountable for providing day to day management and coaching for a team of 12-15 Registered Representatives. From July 2013 to April 2015  see more

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