Santa Barbara, CA - November 7, 2002
Carolyn S. Bishop, CFP®, recently visited the corporate offices of Fidelity Investments, the largest mutual fund company in the country, in Boston, MA. Ms. Bishop, because of her success in the financial services industry, was invited to access the Fidelity Advisor Funds operations from a Due Diligence perspective. As an honored guest, Ms. Bishop, in a private closed session, observed Fidelity’s world renowned Chart Room where stock markets from around the globe are charted. She also had discussions with several of Fidelity’s fund managers and corporate officers.
About Carolyn S. Bishop, CFP®
Carolyn S. Bishop, CFP®, specializes in providing comprehensive financial solutions to business owners and professionals. Ms. Bishop is Director of Financial Planning and a Partner with Partnervest Financial Group, a full service financial services company in Santa Barbara, CA.
About Partnervest
Partnervest Financial Group LLC, headquartered in Santa Barbara, California, is a privately owned full-service financial services, technology and consulting company. Partnervest and its wholly owned subsidiaries, Partnervest Securities, Inc. (Member NASD/SIPC), Partnervest Advisory Services LLC, a Registered Investment Advisor, and Partnervest Insurance Services LLC, an Insurance Agency, provide the full spectrum of financial services and products, as well as back-office operations, compliance, and business consulting services. Partnervest Technology Group provides multi tiered applications and an ASP model for account aggregation, electronic imaging, portfolio reporting, reconciliation, and integration management of financial service databases. For further information contact Partnervest at 805) 966-1266 or at www.partnervest.com.