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Matt Wefer
Team Leader, Workplace Planning & Advice at Fidelity Investments
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Work Experience
Apr 2019 - Present · 5 years and 8 months
Team Leader, Workplace Planning & Advice
May 2023 - Present · 1 years and 7 months
Team Leader, Client Services
May 2021 - May 2023 · 2 years
Managed Account Support Specialist
Apr 2019 - May 2021 · 2 years and 1 months
Company Details
10000+ Employees
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
Year Founded
1946
Social Media
LinkedinFacebookTwitterInstagram
Industry
Financial Services, Security brokers, Financial and insurance services, Business Services, Independent financial advisers, Investment companies (trusts), Private equity management services, Retirement & Financial Planning, Investment Services, Retirement & Financial Planning
HQ Location
245 Summer St Boston, MA 02210, US
Keywords
InvestingFinancial AdvisingRetirementInvestmentsOnline tradingAsset managementIRA401kMutual fundsStocksETF
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