Heather

Heather: Email & Phone Number

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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.

Their professional focus is Customer Service, Finance, and Leadership across 3 core areas.

Education

Salt Lake Community College

Heather Namesakes

Name
Company
Position
Heather
Jack Jackter Intermediate School
Elementary School Teacher
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Heather
CSR 1
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Heather
Freelance
Copywriter & Creative Strategist
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