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Identity of Fidelity clients considered ‘confidential information’

Ex-employee allegedly violated non-solicitation, confidentiality agreements

A financial consultant who allegedly compiled a list of his former clients from memory after leaving the company to join a competitor could be considered to have used confidential information, a Massachusetts Superior Court judge has found. Defendant Devin Callinan, who had left plaintiff Fidelity Investments for a job with defendant UBS Financial Services, argued that ...

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