John Bullock, CFP®
Financial Consultant at Fidelity Investments
📍 Louisville, Kentucky, United States
Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.
Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.
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Experience
11 Years
Current Role
Financial Consultant
Job Level
Mid-senior
Location
Louisville, Kentucky, United States
Personality Overview
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Priorities
Topics John cares about
Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Career
Work history
7-2022
Financial Consultant
Fidelity Investments
3-2021 - 7-2022
Senior Portfolio Specialist
Fidelity Investments
10-2018 - 2-2021
Portfolio Specialist
Fidelity Investments
2-2016 - 9-2018
PAS Client Management Representative
Fidelity Investments
1-2015 - 2-2016
Retirement Solutions Representative
Fidelity Investments
In the press
Media appearances
Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
8-2019 - 5-2022
Master of Business Administration - MBA
Xavier University
2009 - 2013
Bachelor of Business Administration (B.B.A.)
University of Kentucky
2005 - 2009
Education details unavailable
Saint Xavier High School
Social presence
Other Fidelity Investments Employees
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