Heather

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Wealth Management Service Specialist at Fidelity Investments|South Jordan, Utah, United States

Position:

Wealth Management Service Specialist at Fidelity Investments

Location:

South Jordan, Utah, United States

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Last updated: 2024-11-06
Updated: 2024-11-06

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Work Experience 16 years

Wealth Management Service Specialist at Fidelity Investments

Sep 2022 - Current

Student at Self-employed

Dec 2021 - Aug 2022

Service Administrator at Vanguard

Jan 2021 - Dec 2021

High net worth client case rep at Vanguard

Aug 2019 - Jan 2021

Assigned Representative at Vanguard

Jun 2016 - Sep 2019

High Net Worth Client Service Specialist at Vanguard

Jun 2015 - May 2016

Communication Associate at Vanguard

Jun 2011 - Jun 2015

Client Service Representative at Vanguard

Aug 2010 - Jun 2011

Heather started working in 2010, then the employee has changed 2 companies and 7 jobs. On average, Heather works for one company for 2 years.

Education

Salt Lake Community College

Frequently Asked Questions

What is Heather's email address?

SignalHire found a verified business email address for Heather: **@fidelity.com.

What is Heather's phone number?

SignalHire found a verified phone number for Heather: +1-***-***-7127.

How do I contact Heather at Fidelity Investments?

You can reach Heather through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Heather's professional background?

Heather has 16 years of professional experience. They have held roles including Student, Service Administrator, and High net worth client case rep at companies such as Self-employed, Vanguard, and Vanguard. Their education includes Salt Lake Community College.

Is Heather's contact information up to date?

Yes. Heather's SignalHire profile was last updated on 6 November 2024, reflecting their current position as Wealth Management Service Specialist at Fidelity Investments in Boston, MA, United States.

Heather Namesakes

Name
Company
Position
Heather
Jack Jackter Intermediate School
Elementary School Teacher
Heather
Freelance
Copywriter & Creative Strategist

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