Eric Jeffries is a seasoned team leader in workplace planning and advice, with extensive experience at Fidelity Investments from 2010 to 2016, where they held various titles including Director of Workplace Planning and Advice and Senior High Net Worth Service Specialist. Prior to that, they worked at TD Ameritrade as a Private Client Services Elite Representative from 2004 to 2010. Currently, Eric is pursuing education at Iowa Western Community College.
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