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    Joshua Smith

    Murrieta, California

    Senior Investments Specialist

    Fidelity Investments

    Retirement Planner



    Auditing & Compliance

    Banking, Loans & Insurance

    Corporate Finance


    Risk & Quantitative Analysis

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    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    Where I've Worked

    Aug 2014 – Jun 2015

    Investments Solutions Representative

    Apr 2011 – Aug 2014

    High Net Worth Specialist

    Apr 2009 – May 2010

    Employee Benefit Specialist

    Jun 2015 – Oct 2017

    Senior Investments Specialist

    Fidelity Investments

    May 2010 – Mar 2011

    Account Manager

    Where I've Studied


    Westminster College

    Bachelors, Business Administration

    Cabrini College

    Ask Me for a Referral

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