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Andrew Tomlinson

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Andrew Tomlinson

Vice President Financial Consultant | Fidelity Investments

San Jose, California, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Andrew Tomlinson

Work Experience

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Vice President Financial Consultant at

Fidelity Investments

May 2018 - Present

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Financial Consultant at

Fidelity Investments

January 2014 - April 2018

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Investment Representative at

Fidelity Investments

January 2013 - January 2014

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Private Client Specialist at

Fidelity Investments

January 2012 - January 2013

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Stock Options Intern at

Morgan Stanley

August 2008 - August 2009

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Intern at

Morgan Stanley

January 2007 - February 2008

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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

mail

****************@fidelity.com

****************@fmr.com

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