Jeffrey White is a Director on the Personalized Planning & Advice managed account team at Fidelity Investments, focusing on managed account client engagement and implementation in client plans. Previously, White served as an Investment Executive at Fifth Third Securities and a Financial Advisor at PNC Investments. White also held various roles at TIAA, including Wealth Management Advisor and Director of Product Management. White earned a Bachelor of Science in Business Administration from Ferris State University from 1999 to 2004.
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