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Customer Account Resolution Workgroup Leader at Fidelity Investments|Dallas-Fort Worth Metroplex, United States

Position:

Customer Account Resolution Workgroup Leader at Fidelity Investments

Location:

Dallas-Fort Worth Metroplex, United States

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Last updated: 2026-06-11
Updated: 2026-06-11

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Business emails:
n***********n@fidelity.com

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Work Experience 15 years

Customer Account Resolution Workgroup Leader at Fidelity Investments

Jun 2022 - Current

Customer Account Resolution Senior Associate at Fidelity Investments

Sep 2019 - Jun 2022

Treasury Operations Associate Analyst at Fidelity Investments

Jun 2016 - Sep 2019

Transaction Processing Representative IV/Workgroup Leader at Fidelity Investments

Sep 2012 - Jun 2016

Tax Exempt Representative at Fidelity Investments

Feb 2011 - Sep 2012

Their professional focus is 401(k) Retirement Savings Plans, Account Reconciliation, and Analytical Skills across 3 core areas.

Education

Bachelor's degree at William Penn University

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