William J. Fennie III

Senior Vice President & Investment Officer at Fidelity Bank

William J. Fennie III, CFA has held various positions throughout their work experience. William J. began their career as an intern at ING in 2009. In 2010, they interned at Integrated Capital Management, Inc. From 2011 to 2013, they worked as an Operations Analyst at J.P. Morgan and later as a Reports Analyst at the Federal Reserve Bank of Philadelphia. In 2013, they joined Integrated Capital Management as an Investment Specialist until 2018. Since then, they have been with Fidelity Bank, where they have held several roles including Investment Officer, Assistant Vice President & Investment Officer, and currently serves as the Vice President & Investment Officer.

William J. Fennie III, CFA, holds a Charterholder designation from the CFA Institute, which they obtained in August 2019. Prior to that, they completed their undergraduate studies at West Chester University of Pennsylvania, where they earned a B.S. in Finance and B.S. in Economics with a minor in Accounting, graduating in 2011. William J. received their high school diploma from Scranton Preparatory School in 2007. In addition to their formal education, Fennie has obtained the Series 65 certification from FINRA in June 2013.

Location

Scranton, United States

Links


Org chart

No direct reports

Teams


Offices

This person is not in any offices


Fidelity Bank

Fidelity Bank has over 121 year history of exceeding its clients'​ expectations with engaging and client-focused employees who listen, understand, and recommend the products and services that best suit YOU. The team of Fidelity Bankers focuses on serving as trusted financial advisors to its clients and acting as a financial partner for your family or business. Headquartered in Northeastern Pennsylvania, Fidelity Bank has 21 branch offices throughout the Scranton/Wilkes-Barre area and the Lehigh Valley, as well as full service Trust & Investment divisions, a dedicated Mortgage Center, a complete line of business and commercial banking products and services, and 24 hour a day, 7 day a week accessibility. Member FDIC. Equal Housing Lender. SBA Preferred Lender.


Industries

Employees

201-500

Links


This is an unverified company page