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Annie Roberts

Advisor, Asset Management Compliance

Work history

  • Fidelity Investments

    Advisor, Asset Management ComplianceCurrent (over 2 years)
  • Sanibel Group

    Team Lead - West CoastAug 2021 - Jul 2022 (11 months)
  • Arbolus Technologies

    Associate - North AmericaJul 2020 - Jul 2021 (about 1 year)
  • Fidelity Investments

    Asset Management Compliance InternJan 2019 - Jan 2019 (less than a minute)
  • Ferris Capital, LLC

    Business Development InternJan 2018 - Jan 2018 (less than a minute)
  • BayCoast Bank

    Community Banking InternJan 2017 - Jan 2017 (less than a minute)
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Contact Information

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LocationUnited States, New York, New York

Organization

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Fidelity Investmentsfinancial services · 79000 employees · Boston, United States

Description

Fidelity Investments offers Financial Planning and Advice, Retirement Plans, Wealth Management Services, Trading and Brokerage services, and a wide range of investment products including Mutual Funds, ETFs, Fixed income Bonds and CDs and much more.

Company phone+16175706339

Company websitefidelity.com

LocationBoston, Massachusetts, United States, 245 Summer Street

Industryfinancial services

Employees79000

Founded at1946

Annual revenue25.2B

Twittertwitter.com/Fidelity

LinkedInlinkedin.com/company/fidelity-investments

Facebookfacebook.com/fidelityinvestments

Angellistangel.co/fidelity-investments

Technologies
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Apache
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Omniture (Adobe)
Outlook
Pardot
Salesforce
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Salesforce Service Cloud
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reCAPTCHA
Keywords
financial services
finance
retirement
investments
online trading
asset management
ira
401k
mutual funds
stocks
etf
bonds
brokerage
cash management
hsa
529 plans
annuities
life insurance
benefits consulting
stock plan services
business news
wealth management

Employee trends

This chart shows the total number of employees over time.

2.6%
6 Month Growth
5.9%
1 Year Growth
19.0%
2 Year Growth
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