H

Heather's email & phone

Position:Wealth Management Service Specialist at Fidelity Investments
Experience:16 years
Location:South Jordan, Utah, United States

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Work Experience

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 1 year 11 months.

Education

Salt Lake Community College

Current Company Information Fidelity Investments

Name: Fidelity Investments

Speciality: Retirement, Investments, Online trading, Asset management, IRA, 401k, Mutual funds, Stocks, ETF, Bonds, Brokerage, Cash management, HSA, 529 plans, Annuities, Life insurance, Benefits consulting, Stock plan services, Business news, Wealth management

Location: Boston, MA, United States

Employees: 10000+

Description: Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes fro...

Frequently Asked Questions

What is Heather's minimum period of employment in the companies?

Heather's minimum period of employment in various companies is 8 months.

What is Heather's average duration of employment for different companies?

On average, Heather works for one company for 1 year 9 months

What industries has Heather worked in?

Heather works in the Financial Services.

What positions has Heather held before?

Previously, Heather worked as a Student, and Service Administrator, and High net worth client case rep, and Assigned Representative, and High Net Worth Client Service Specialist.

How do I contact Heather?

Heather's email address is **@fidelity.com, phone number is +1-***-***-7127. Sign up to get contact details.

Who is the Chairman & CEO of the Fidelity Investments?

The Chairman & CEO of the Fidelity Investments is Abigail P. Johnson

Who are Heather's peers at other companies?

Heather's peers at other companies are Bryan Herrera and Olivia Vazquez and Alanna Russell

Heather Namesakes

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

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