Emily Coleman is currently the VP, National Investor Center Leader at Fidelity Investments, where they demonstrate a passion for leading people and elevating team members to their highest potential. Previously, they served as Operations Manager at Pacific Coast Financial Planning Group from 2015 to 2019 and held multiple roles—including Incentive Compensation Coordinator, Communications Manager, and Operations Analyst—at Bank of America from 2005 to 2008. Prior to that, they worked as a Registered Sales Assistant and Registered Operations Leader at Ameriprise Financial Services, Inc. from 2009 to 2015.
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