Isaac Allwin has extensive experience in the financial services industry, currently serving as a High Net Worth Phone Associate at Fidelity Investments since August 2024, where responsibilities include client account maintenance, trade execution, and client education on investment products. Previously, Isaac worked at Vanguard from November 2019 to January 2022 in various roles including Money Movement Associate and Client Relationship Associate, focusing on client asset management and trade support. Prior experience includes four years as a Seminarian for the Roman Catholic Diocese of Tucson from August 2014 to August 2018, which involved public speaking and community engagement. Isaac holds a Bachelor of Arts in Philosophy from Mount Angel Seminary, earned in 2018.
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