Michael Moulton is an experienced Financial Planning Professional currently serving as a Vice President and Relationship Manager at Fidelity Institutional, where they engage with various financial entities to enhance client satisfaction and drive revenue growth. Michael is a candidate for the CFP designation, targeting completion in November 2012, and holds multiple licenses, including FINRA Series 7, 63, and 66. Prior to their current role, Michael worked at Fidelity Investments as a Financial Planning Consultant and was the owner of Wentworth Materials, Inc., a provider of supply chain management solutions. They hold a BS in Business Administration from Arizona State University and an MBA in E-Commerce from Norwich University.
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