Elliot Wiesen

Distribution Service Model Design & Transformation

Elliot Wiesen is an experienced finance professional specializing in distribution service model design and transformation. From 2015 to 2022, Wiesen served as Vice President and Branch Office Manager at Fidelity Investments, where they managed branch budgets, staff development, and compliance while fostering corporate partnerships. Prior to this, Wiesen held various roles at Merrill Lynch, including Registered Representative and Assistant Vice President. Wiesen earned a BS in Finance from Yeshiva University and an MBA in Finance from Rutgers University.

Location

Morristown, United States

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