Norm Haas is a seasoned consultant specializing in 401(k) plan and participant management, small business banking, and financial coaching. Since 2017, Norm has been self-employed, providing creative financial solutions tailored to client needs. Previously, Norm held positions at American Express, Bank One, and JPMorgan Chase, culminating in a role as Relationship Manager and Managing Director at Fidelity Investments since 2006. Norm earned a BA in Education from John Brown University and a Certificate in Financial Planning from Southern Methodist University.
Location
Dallas, United States
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