K

Khaila's contacts

Position:Director, Financial Advisory Services at Fidelity Investments
Experience:16 years
Location:United States

How to contact Khaila

Found email addresses for Khaila:
k***@hotmail.com,
****@yahoo.com,
k***@aol.com,
****@aboutschwab.com
Found phone numbers for Khaila:
+1-520-***-**50
Found social network links for Khaila:
GitHub
Pinterest
Searching for Khaila profiles

0% completed

Looking for a different Khaila?
Sign up to search for other Khaila's across our 850M+ professionals database

Work Experience

Director, Financial Advisory Services at Fidelity Investments

Sep 2018 - Current

Senior Financial Advisor at Merrill Lynch Wealth Management

Feb 2014 - Jun 2018

Financial Analyst (Wealth Advisory Track) at Charles Schwab

Sep 2010 - Dec 2013

Khaila started working in 2010, then the employee has changed 2 companies and 2 jobs. On average, Khaila works for one company for 5 years.

Education

MBA in Finance at The University of Chicago Booth School of Business

Bachelor’s Degree in Economics at University of California, Berkeley

Skills

Client reporting & performance tracking, Multi-asset portfolio strategy, Wealth strategy leadership, Financial technology adoption & integration, Estate & legacy planning, Tax-aware retirement planning, Client relationship management, Investment analysis & asset allocation, High-net-worth client services

Frequently Asked Questions

What is Khaila's minimum period of employment in the companies?

Khaila's minimum period of employment in various companies is 3 years 3 months.

What is Khaila's average duration of employment for different companies?

On average, Khaila works for one company for 3 years 10 months

What industries has Khaila worked in?

Khaila works in the Financial Services.

What positions has Khaila held before?

Previously, Khaila worked as a Senior Financial Advisor, and Financial Analyst (Wealth Advisory Track).

How do I contact Khaila?

Khaila's email address is **@fidelity.com, phone number is +1-909-***-**93. Sign up to get contact details.

Who is the Chairman & CEO of the Fidelity Investments?

The Chairman & CEO of the Fidelity Investments is Abigail P. Johnson

Who are Khaila's peers at other companies?

Khaila's peers at other companies are Nicole Beissel and Melissa and Nina Jean Claude

Khaila Namesakes

Name
Company
Position
K
Kuls Creative
Copywriter

Similar profiles

Name
Company
Position
N
Director, Financial Advisory Services
M
Director, Financial Advisory Services
N
Director, Financial Advisory Services
M
Director, Financial Advisory Services
A
Director, Financial Advisory Services
M
Director, Financial Advisory Services

Other employees at Fidelity Investments

Name
Company
Position
C
Central Relationship Manager

Data Privacy

GDPR Icon

GDPR COMPLIANT

SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.

CCPA Icon

CCPA COMPLIANT

SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.

BACK TO TOP