Josh Weiss is an accomplished Investment Management Consultant at Fidelity Investments. They previously managed a book of 850 clients with approximately $500 million in assets during their tenure as an Investment Management Consultant II. With experience in enhancing financial plans and providing top-tier service, Josh has been recognized for their leadership, receiving multiple Excellence in Action awards and participating in high-level wealth management initiatives. Josh holds a Bachelor of Business Administration from the University of Vermont.
Location
Boston, United States
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