WilliamJacob Lerman is currently an Investment Solutions Representative at Fidelity Investments, a position they began in 2024. They have previously held roles such as Customer Relationship Advocate at Fidelity Investments and Senior Global Services Associate at Franklin Templeton. WilliamJacob also gained experience as an Investor Services Associate at Putnam Investments and as a Recruiting Intern at ClearBridge Technology Group in 2022. They earned a Bachelor of Business Administration from Merrimack College, completing their studies in 2023.
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