Ian Gardiner
Assistant Vice President, Client Success Manager at E Trade From Morgan Stanley
Based in Salt Lake City, United States
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Seniority
Vp
Department
General Business & Management
Location
Salt Lake City
Industry
Financial Services
Company size
9.3K
Contact information
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i•••••••@etrade.com
Phone
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Background
About Ian Gardiner
I am a financial advisor with extensive experience in retirement planning, questioning skills, and a solid understanding of all retirement vehicles. I've worked in a number of difference capacities in the industry at Fidelity, currently as a Senior Stock Plan Executive Services Specialist. My strengths include building rapport with customers and leveraging that relationship to find new solutions for their retirement plan. Some of my career accomplishments include-Increasing customer relationship and guidance interactions on my team by developing and teaching colleagues time-saving techniques-Earned excellence in action awards and company shares for top-tier performance while at Fidelity InvestmentsWhat peers have said about my work:"Best questioning strategy on our team. Does a great job uncovering participant needs."-M.B, team support specialist, Fidelity Investments
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