Stuart Connelly
Vice President - Private Client Group at Fisher Investments
Based in Dallas-Fort Worth, United States
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Seniority
Vp
Department
Sales & Business Development
Location
Dallas-Fort Worth
Industry
Financial Services
Company size
5.3K
Contact information
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s•••••••@fisherinvestments.com
Phone
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Background
About Stuart Connelly
I am currently employed with Fisher Investments. Before coming to Fisher I was a representative on the Proactive Chat Team at Charles Schwab & Co, Inc. Working with prospects and current clients to maintain and expand new business by vectoring business opportunities to proper internal business partners. I started out at Charles Schwab as a Customer Service Representative as a member of the License Self-Study Program to obtain my Series 7 and 63 Licenses. Once I obtained the licenses, I became a Registered Representative. Before working for Charles Schwab & Co. I graduated from Bentley University with a BS degree in Business Administration and Ethics with a minor in Sports and Entertainment Law in 2011.
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