Dallas Dendy

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from...

Served in Investment Consulting capacity for corporate & tax-exempt clients. In addition, supported a team of Investment Consultants with mutual fund data and analysis.

Supported a team of Investment Consultants with mutual fund data and analysis. Created charts and studies utilizing sophisticated returns-based style analysis packages.

Counseled retirement plan sponsors, and third party plan administrators concerning the investment portion of defined contribution plans.

Traded mutual fund and managed income positions for institutional clients.

Served as a resource for tax and legal issues for internal and external customers.