Callie White

Callie White is a Private Wealth Management Planning Consultant at Fidelity Investments, where responsibilities include providing comprehensive financial planning services to clients since September 2017. Previously, Callie held various roles at Fidelity, such as Planning Consultant, Relationship Manager, and Financial Representative, excelling in customer service and empowering clients to manage their finances effectively. Early career experience includes a Junior Account Manager position at Signpost, where Callie managed over 200 accounts, and a Marketing Assistant role at Cornerstone Home Lending, Inc., contributing to record sales through effective collaboration and client relations. Callie began the professional journey as a Supervisor at Tokyo Joe's, enhancing customer service and operational efficiency. Callie holds a Bachelor of Business Administration in Marketing and Communication Studies from Colorado State University and participated in a semester abroad at Universidad Pablo de Olavide.