Liam Helt, CIM, FCSI serves as the District Vice President at Fidelity Investments, where they manage and grow a $4 billion book of business, significantly increasing its value from $500 million. Previously, Liam held roles as a Business Development Associate and Business Development Manager at Fidelity, consulting with financial advisors in Ottawa to enhance capital management. Liam has received multiple awards for outstanding sales achievement and is recognized nationally for exceptional service and support. They are currently pursuing a Bachelor of Management and Organization Studies at Western University and an Executive Education program at Columbia Business School.
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