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Fidelity Investments

Email address and contacts

Quick try with David Mandell from fidelity.com

Fidelity Investments company description

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $12.6 trillion, including discretionary assets of $4.9 trillion as of December 31, 2023, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 77 years, Fidelity employs more than 74,000 associates with its headquarters in Boston and a global presence spanning nine countries across North America, Europe, Asia and Australia. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

Key Employees

  • David Mandell
    Financial Consultant
  • Paul Ordonez
    Planning Consultant
  • Melissa Stone
    Client Services Hiring Consultant

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New team members of Fidelity Investments

Billy Rothwell
Director of Customer Insights
John Murphy
Principal Software Engineer
Stephen Ryan
Senior Software Engineer
Robert Koch
Branch Leader
Charles Barley
Relationship Manager
Orantes Grant
Investment Solutions Representative
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