Chet Ortman
Vice President, Financial Consultant at Fidelity Investments
Based in Scottsdale, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Scottsdale
Industry
Financial Services
Company size
84K
Contact information
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c•••••••@fidelity.com
Phone
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Background
About Chet Ortman
As a Financial Consultant, I am responsible and accountable for building productive relationships with Fidelity's Mass Affluent investor base. I work with existing Fidelity clients and with incoming leads to establish long-standing relationships. My primary role is to serve our clients by offering them a single point of contact for all of their investment, planning, and guidance needs. This includes working directly with clients on their retirement, non-retirement, brokerage and cash management accounts.
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