RM

Rachael Morgan

Director, Model Portfolios

Rachael Morgan is currently the Director of Model Portfolios at Fidelity Investments. They previously served as a Regional Investment Consultant at the same company from 2019 to 2022. Earlier in their career, Rachael gained experience as a Financial Planning Specialist at Ameriprise Financial Services, and as a Bank Teller at Rockland Trust. Rachael is currently a senior at Bryant University, majoring in Finance with a minor in Communications.

Location

San Diego, United States

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