Judy Erdman, CFP®, is a Vice President and RIA Sales Consultant at Fidelity Investments, where they have been consulting with financial advisors for over 15 years, helping them transition to the independent channel. Previously, Judy held positions at Lehman Brothers, Merrill Lynch, and Commerzbank Securities, focusing on institutional equity sales and structured products. Judy's education includes a BA in Business Administration and French from Muhlenberg College and a Certificate in French Language and Literature from Faculte des Lettres in Avignon, France.
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