Annie Heller

Annie Heller, MBA, is the Director of RIA Custody Sales at Fidelity Investments, where they focus on business development for institutional wealth management services across New England and New York State. Previously, Annie held positions at Fidelity as a Business Development Consultant and Business Development Associate, contributing to the growth of their clearing and custody platforms across various regions. They also gained customer service experience as a Sales Associate at American Eagle Outfitters and served as a Server at Michael Timothy's Dining Group. In addition, Annie worked at Plymouth State University as a Mail Room Clerk and Student Caller, enhancing their communication and organizational skills. Annie earned their MBA from Southern New Hampshire University in 2023.