Verified recordFinancial Services

Ozzy D.

Financial Consultant at Fidelity Investments

Based in Seattle, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Seattle

Industry

Financial Services

Company size

84K

Contact information

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Email

1 credit

o•••••••@fidelity.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Ozzy D.

Fidelity Investments leverages my expertise as a Financial Consultant, where I contribute to financial planning and investment management objectives. With certifications like Series 7 and Series 6 from FINRA, I support clients in achieving their financial goals. Previous roles at JPMorgan Chase Bank honed my skills in private client advising and banking. Currently pursuing an MBA at The Johns Hopkins University - Carey Business School, I integrate advanced finance knowledge with practical experience. Proficient in English, Turkish, and Dutch, I bring a global perspective to client relations and financial strategy.

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