Joan Kucinski is an experienced finance professional with a strong background in client services and team leadership. Currently serving as the Client Services Team Lead at Fidelity Investments since June 2021, Joan holds multiple securities licenses including Series 7, 63, 66, 24, 9, 10, and CEP 1. Prior to this role, Joan worked at Etrade Financial as a Team Lead for Stock Plans from September 2016 to July 2020, and also served as Assistant Vice President Financial Solutions Advisor at Bank of America Merrill Lynch from July 2020 to June 2021, where relevant licenses were also obtained. Joan Kucinski earned a Bachelor's degree in Business/Commerce from Ohio University.
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