Fidelity Investments Fidelity Advisor DCIO Wholesaling Team AK
ND
MT
WA
MN
ID
OR
WY
NV NV
CO
KS
MO
OK AZ
NM
KY
NJ
WV VA
TN
AR MS LA
TX
PA
OH
IN
CA S.CA
NY
MI IL
UT
VT
IA
NE N.CA
ME
WI
SD
NH MA
CT, RI NJ, NYC DE MD, DC
NC SC
AL
GA
HI FL
Jordan Burgess
Head of Institutional Sales
401-292-5801
[email protected]
Derek Wallen
Division Manager
401-292-5615
[email protected]
DCIO Wholesaler
Territory
Phone Number
Email Address
Internal DCIO Consultant
TBD
Benjamin Rich 800-343-1492 ext. 6127
[email protected]
TBH
AK, N. CA, ID, MT, OR, WA, WY
TBD
Ben Leger
AZ, S. CA, HI, NV, NM, UT
949-525-5439
[email protected]
Mike Manosh
CT, MA, ME, NH, Upstate NY, RI, VT
617-913-3312
[email protected]
Gregg Schifko
NJ, Metro NY
201-240-3284
[email protected]
Kevin Tavares
CO, IA, KS, MN, MO, ND, NE, SD
612-210-4587
[email protected]
Katelyn CostelloBoone
AR, LA, MS, OK, TN, TX
972-922-4817
[email protected]
Ami Hindia
IL, IN, WI
312-952-9555
[email protected]
Aaron Hassinger
KY, MI, OH, W. PA
740-777-2936
[email protected]
Rane Robinson
AL, GA, FL, NC, SC
404-877-8050
[email protected]
Jim Dowling
DC, DE, MD, E. PA, VA, WV
703-220-8347
[email protected]
572169.9.0 For investment professional use only.
Adam Coletti 800-343-1492 ext. 6113
[email protected]
Valerie Mariani 800-343-1492 ext. 6077
[email protected] Josh Anderson 800-343-1492 ext. 6158
[email protected]
Fidelity Investments Institutional Services Company, Inc. 500 Salem Street Smithfield, RI 02917
