Shalom

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Customer Relationship Advocate at Fidelity Investments|Fort Worth, Texas, United States

Position:

Customer Relationship Advocate at Fidelity Investments

Location:

Fort Worth, Texas, United States

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Last updated: 2026-04-14
Updated: 2026-04-14
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Work Experience 17 years

Customer Relationship Advocate at Fidelity Investments

Aug 2025 - Current

Investment Specialist at Merrill Lynch

Aug 2024 - Mar 2025

Representative Retirement at Empower

Aug 2022 - Feb 2023

Lifestyle Consultant/Concierge at Aspire Lifestyles

Jan 2018 - May 2020

Financial Services Officer at MOBILITY Credit Union

Sep 2014 - Oct 2017

Mortgage Loan Processor (Home Retention) at Bank of America

Dec 2009 - Aug 2014

Shalom started working in 2009, then the employee has changed 5 companies and 5 jobs. On average, Shalom works for one company for 2 years.

Education

Associate of Arts and Sciences - AAS at Tarrant County College

Frequently Asked Questions

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

Shalom's minimum period of employment in various companies is 6 months.

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

On average, Shalom works for one company for 2 years 3 months

What industries has Shalom worked in?

Shalom works in the Financial Services. Previously, Shalom worked in the Leisure, Travel & Tourism, and Banking.

What positions has Shalom held before?

Previously, Shalom worked as a Investment Specialist, and Representative Retirement, and Lifestyle Consultant/Concierge, and Financial Services Officer, and Mortgage Loan Processor (Home Retention).

How do I contact Shalom?

Shalom's phone number is +1-520-***-**95. 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 Shalom's peers at other companies?

Shalom's peers at other companies are Nadim Bazhod and Arisa Adzuin and Brandon Davis

Shalom Namesakes

Name
Company
Position
Shalom
Senior AI Engineer

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Brandon Davis
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Other employees at Fidelity Investments

Name
Company
Position
Will McDonald
Intern on the WI Finance Decision Support and Analytics Team

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