Joseph Byron, CIMA®, CRPS®, is the Regional Director at Fidelity Investments, where they currently focus on externally franchising the Fidelity brand to sell the Advisor Product Lineup. Previously, Joseph held roles as a Senior Regional Investment Consultant and an Investment Sales Associate at Fidelity, having been promoted to Senior in March 2018. Prior to Fidelity, Joseph served as a Financial Representative at Northwestern Mutual, helping clients identify financial goals and develop personalized plans. Joseph earned a Bachelor’s Degree in Finance from the University of Tulsa in 2015.
Location
Raleigh, United States
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