Danielle Fox is a director and investment consultant for Fidelity Capital Markets (FCM), the institutional trading arm of Fidelity Investments providing trading, products and services to a wide array of clients and Fidelity businesses. Fidelity Investments is the largest mutual fund company in the United States, the No. 1provider of workplace retirement savings plans, a leading online brokerage firm and one of the largest providers of custody and clearing services to financial professionals. Ms. Fox assumed her current position as a member of the High Net Worth Bond Desk within FCM in May 2007. In her role, she is responsible for providing individual fixed income security guidance to retail high net worth clients with at least $3 million in fixed income assets at Fidelity Investments. Through consultative discussions surrounding investment objectives and risk tolerance, she assists customers in building and maintaining fixed income portfolios. Ms. Fox joined Fidelity Investments in July 1998 as a Brokerage Service representative at Fidelity Personal Investments in Blue Ash, Ohio and then served as a Retail Sales liaison for FCM in Boston, Massachusetts. From February 2004 until May 2007, Ms. Fox supported Fidelity's retail representative population with any fixed income inquiries. Ms. Fox received her bachelor of science degree in marketing from the Miami University (Ohio). She currently holds her Series 7 and 63 licenses. Fidelity unaudited data as of December 30, 2009Fidelity Capital Markets is a division of National Financial Services LLC, Member NYSE, SIPC.
Like what you see? Make sure you're getting it all