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Andrew Tomlinson
Andrew Tomlinson
Vice President Financial Consultant | Fidelity Investments
San Jose, California, United States
Andrew Tomlinson
Summary
Andrew Tomlinson is a seasoned financial consultant with extensive experience in investment strategy and retirement planning. Currently serving as the Vice President Financial Consultant at Fidelity Investments, he excels in crafting personalized financial solutions for high-net-worth clients. With a strong academic background in economics from the University of California, San Diego, Andrew combines his analytical skills with a passion for client service. His career at Fidelity has spanned various roles, allowing him to develop a deep understanding of the financial landscape. Andrew is dedicated to helping clients navigate complex financial decisions, ensuring they can maintain their desired lifestyle throughout retirement. Beyond his professional achievements, he is known for his commitment to continuous learning and adapting to the ever-evolving financial industry. He believes that successful financial planning is not just about numbers but also about understanding clients' values and aspirations.
Andrew Tomlinson
Work Experience
Vice President Financial Consultant at
Fidelity Investments
May 2018 - Present
Financial Consultant at
Fidelity Investments
January 2014 - April 2018
Investment Representative at
Fidelity Investments
January 2013 - January 2014
Private Client Specialist at
Fidelity Investments
January 2012 - January 2013
Stock Options Intern at
Morgan Stanley
August 2008 - August 2009
Intern at
Morgan Stanley
January 2007 - February 2008
Andrew Tomlinson
Education
University of California San Diego, Bachelor Of Arts Economics
January 2008
Frequently Asked Questions about Andrew Tomlinson
What is Andrew Tomlinson email address?
Andrew Tomlinson's primary email address is ****************@fidelity.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Andrew Tomlinson work for?
Andrew Tomlinson is a Vice President Financial Consultant at Fidelity Investments, a company specializing in Investment advice.
Where Andrew Tomlinson graduated from?
Andrew Tomlinson holds a degree in Major - Economics, Minor - History from University of California San Diego.
How can I directly contact Andrew Tomlinson?
To contact Andrew Tomlinson directly, you can use the email address ****************@fidelity.com. Complete contact information is available upon registration with Muraena.
Who is Andrew Tomlinson?
Andrew Tomlinson is a seasoned financial consultant with extensive experience in investment strategy and retirement planning. Currently serving as the Vice President Financial Consultant at Fidelity Investments, he excels in crafting personalized financial solutions for high-net-worth clients. With a strong academic background in economics from the University of California, San Diego, Andrew combines his analytical skills with a passion for client service. His career at Fidelity has spanned various roles, allowing him to develop a deep understanding of the financial landscape. Andrew is dedicated to helping clients navigate complex financial decisions, ensuring they can maintain their desired lifestyle throughout retirement. Beyond his professional achievements, he is known for his commitment to continuous learning and adapting to the ever-evolving financial industry. He believes that successful financial planning is not just about numbers but also about understanding clients' values and aspirations.
Andrew`s contact details
****************@fidelity.com
****************@fmr.com
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