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    Jeffrey Jeznach

    Boston, Massachusetts

    Head of Strategic Clients & Portfolio Consultants

    Fidelity Investments

    Specialties

    check markAccounting

    check markAuditing & Compliance

    check markBanking, Loans & Insurance

    check markCorporate Finance

    check markInvestments

    check markRisk & Quantitative Analysis

    check markTax

    Where I've Worked
    Fidelity Investments logo

    2014 – Present

    Head of Strategic Clients & Portfolio Consultants

    Fidelity Investments
    P

    2011 – 2014

    Managing Director

    Private Wealth Management

    2009 – 2011

    Senior Branch Manager

    Fidelity Investments logo

    Aug 2004 – Mar 2009

    SVP

    Fidelity Investments
    Fidelity Investments logo

    Aug 2002 – Aug 2004

    SVP, National Sales Manager

    Fidelity Investments

    2002 – 2004

    Senior Vice-President, PAS Sales and Channel Development

    Fidelity Investments logo

    Aug 2001 – Aug 2002

    SVP, Strategic New Business

    Fidelity Investments
    P

    2000 – 2002

    Senior Vice-President

    Private Wealth Management Group

    1998 – 2000

    Vice-President - Branch Manager

    Fidelity Investments logo

    1993 – 1998

    Vice-President - Branch Manager

    Fidelity Investments
    N

    1990 – 1993

    Financial Advisor

    Northeast Savings

    1986 – 1990

    Senior Account Executive/Financial Advisor

    Where I've Studied

    BA

    Clark University

    BA

    Clark University

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