Resumes
Resumes

Planning Consultant
View pageLocation:
Woods Cross, UT
Industry:
Financial Services
Work:
Fidelity Investments
Planning Consultant
Fidelity Investments Jun 2005 - Dec 2010
Account Executive
Fidelity Investments Jun 2005 - Dec 2010
Investments Solutions, Consultant -Fidelity Investments Life Insurance Co
Planning Consultant
Fidelity Investments Jun 2005 - Dec 2010
Account Executive
Fidelity Investments Jun 2005 - Dec 2010
Investments Solutions, Consultant -Fidelity Investments Life Insurance Co
Education:
Brigham Young University Marriott School of Business 2022
Master of Business Administration, Masters University of Utah
Bachelors, Bachelor of Science, Communication
Master of Business Administration, Masters University of Utah
Bachelors, Bachelor of Science, Communication
Skills:
Customer Service
Investments
Strategic Planning
Microsoft Excel
Process Improvement
Team Building
Financial Analysis
Series 63
Sales
Retirement Planning
Financial Planning
Mutual Funds
Microsoft Office
Financial Services
Fixed Annuities
Series 7
Variable Annuities
Investments
Strategic Planning
Microsoft Excel
Process Improvement
Team Building
Financial Analysis
Series 63
Sales
Retirement Planning
Financial Planning
Mutual Funds
Microsoft Office
Financial Services
Fixed Annuities
Series 7
Variable Annuities
Languages:
Japanese

Jeff Ames
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Jeff Ames
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Jeff Ames
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Jeff Ames
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Jeff Ames
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Jeff Ames
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