Sabrina Breda, CFP® in

Sabrina Breda, CFP®

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Vice President, Wealth Management Advisor at Fidelity Investments
📍 Seattle, Washington, 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
23 Years
Current Role
Vice President, Wealth Management Advisor
Job Level
Senior
Location
Seattle, Washington, United States
Personality Overview

How Sabrina shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Sabrina cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

4-2016
Vice President, Wealth Management Advisor
Fidelity Investments
5-2012 - 4-2016
Vice President, Financial Consultant
Fidelity Investments
5-2010 - 5-2012
Account Executive
Fidelity Investments
12-2009 - 5-2010
Investment Representative
Fidelity Investments
6-2007 - 12-2009
Financial Representative & Private Client Specialist
Fidelity Investments
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2005 - 2008
Bachelor of Business Administration (B.B.A.)
UW Foster School of Business
2004 - 2005
Education details unavailable
Western Washington University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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