Kyle Vallejo
Director, Managing Director, Workplace Investing at Fidelity Investments
Based in United States
7-day free trial · no credit card
Seniority
Other
Department
Other
Location
United States
Industry
Financial Services
Company size
85K
Contact information
Reveal Kyle's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
k•••••••@fidelity.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Kyle Vallejo
As a Managing Director at Fidelity Investments with over eleven years of experience in the retirement plan industry, I develop and maintain strategic relationships with plan sponsors and financial advisors. My work focuses on showcasing the value of Fidelity’s services to retain business, grow assets, and improve retirement outcomes. I hold Series 6, 63, and 65 licenses, enabling me to conduct detailed investment reviews and implement plan design enhancements tailored to client needs. My core competencies include in-depth financial analysis, retirement planning strategies, and implementing robust reporting systems to track business performance. Recognized with multiple awards, I am dedicated to empowering clients with data-driven insights and collaborative solutions to achieve their retirement goals. Partnering with a team-oriented approach, my mission is to drive impactful results for both plan sponsors and participants.
Decision-makers
Other people at Fidelity Investments
- MCManager
Matthew Cameron
Customer Relationship Advocate · Customer/Client Service
- SFVp
Shawn Forsstrom
Vice President Financial Consultant · Finance & Accounting
- SCOther
Sterling Castlemain
Cybersecurity Fraud Analyst · Other
- JSDirector
John Simmonds
Director, Testing Practices & Standards · Information Technology
- KHStaff
Kaitlyn Hartgrove
Grants Analyst · Finance & Accounting
Build a list of verified contacts at Fidelity Investments
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Kyle
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime