Bio
Generated by
Topline AI
Campbell Jamieson is a seasoned finance professional with extensive experience in investments, financial services, and portfolio management. He has worked with top institutions such as Fidelity Investments, T. Rowe Price, and State Street Global Advisors. Campbell holds a Bachelor of Arts degree from The College of William and Mary and holds certifications in Series 63, Series 66, and Series 7.
With over 10 years of experience in the finance industry, Campbell has developed a strong expertise in financial analysis, derivatives, fixed income, and management. He is proficient in using Bloomberg and has a proven track record of delivering robust financial solutions.
Currently, Campbell is an Investment Consultant at Fidelity Investments, where he leverages his skills to provide investment advice to clients.
Credentials
-
Series 63
FINRA -
Series 66
Financial Industry Regulatory Authority (FINRA) -
Series 7
Financial Industry Regulatory Authority (FINRA)
Experience
-
-
Investment Consultant
-
-
Fidelity Investments
-
Towson, Maryland, United States
-
Investment Consultant
-
Jun 2024 - Present
-
Towson, Maryland, United States
-
-
-
T. Rowe Price
-
Baltimore, Maryland, United States
-
Intermediary Sales Consultant
-
Apr 2020 - Feb 2024
-
Baltimore, Maryland, United States
-
-
-
State Street Global Advisors
-
Boston, Massachusetts
-
DCIO Internal Wholesaler
-
May 2016 - Apr 2020
-
Boston, Massachusetts
-
-
-
PwC
-
Greater Boston Area
-
Client Strategy & Business Development Senior Associate at PwC
-
Oct 2014 - Apr 2015
-
Greater Boston Area
-
-
-
-
Client Service Associate
-
Aug 2010 - Sep 2014
-
-
-
-
Investment Operations Specialist
-
Jul 2007 - Jul 2010
-
-
Education
-
2003 - 2007The College of William and Mary
Bachelor of Arts, Government -
Fork Union Military Academy
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Investment Banking”
Looking to Create a Custom Project?
Get Started
Need a custom project? We'll create a solution designed specifically for your project.
References
Social Profiles
Community
You need to have a working account to view this content.
Click here to join now