Ethan Plaisance CFP®
Investment Management Consultant II at Fidelity Investments
📍 United States
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Experience
7 Years
Current Role
Investment Management Consultant II
Job Level
Middle
Location
United States
Personality Overview
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Priorities
Topics Ethan cares about
Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Career
Work history
5-2024
Investment Management Consultant II
Fidelity Investments
3-2023 - 5-2024
Investment Management Consultant
Fidelity Investments
11-2022 - 3-2023
Fixed Income Specialist
Fidelity Investments
1-2022 - 11-2022
Investment Solutions Representative
Fidelity Investments
9-2021 - 1-2022
Customer Relationship Advocate
Fidelity Investments
In the press
Media appearances
Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2019 - 2021
Bachelor of Business Administration - BBA
Texas A&M University
Social presence
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