Gerard Kinzel, CFP®, serves as the VP and Branch Leader at Fidelity Investments, where they lead a team of financial professionals in providing comprehensive wealth planning services. Previously, Gerard held roles at E*TRADE and Datek Online Holdings Corp., focusing on sales, customer satisfaction, and staff development. Gerard's career, spanning from 1998 to 2016, involved managing teams and enhancing client experiences across various financial institutions. They earned their degree from the University of Scranton between 1993 and 1997.
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