Central Relationship Manager@ Fidelity Investments
Tucson, Arizona, United States
Rachel Covey
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Embry-Riddle Aeronautical University
Real-Time AI Research
FlashIntel GPT
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FlashIntel GPTRachel Covey is an experienced Certified Personal Trainer with 11.3 years of work experience. She specializes in sales operations, team building, customer service, and leadership. Based in Wasilla, Alaska, Rachel is focused on enhancing relationships with high-net-worth clients, ensuring complex service and investment needs are met. She is skilled in enhancing customer loyalty and driving business development opportunities. Rachel has worked in various roles, including Central Relationship Manager and Client Services at Fidelity Investments, Certified Personal Trainer at Anytime Fitness, and Financial Services Professional at NYLIFE Securities LLC. She also has experience as an Insurance Agent at New York Life Insurance Company.
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About
Focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. Help to increase customer loyalty and drive business development opportunities. Experienced Certified Personal Trainer with a demonstrated history of working in the health wellness and fitness industry.
Work Experience
Central Relationship Manager
Client Services
Financial Services
Rachel Covey's Professional Milestones
- Front Counter Associate (2015-03-01~2016-01-01): Provided exceptional front desk support for clients, ensuring smooth operations and exceptional customer service.
- Showroom Consultant At (2018-08-01~): Improving guest satisfaction through providing exceptional technical assistance and personalized service.
Education
Aeronautical Science
1995-1999Skill
Sales Operations
Sales
Team Building
Customer Service
Leadership
Certification
Colleagues
Anton Vaskovtsev
Product Owner
Laurie Jacques
Product Owner | Product Manager | Agilist | Certified Scrum Master
Brandy Reed
Chief Executive Officer | Business Owner
Caidi Bolte
Director IT Product Owner | Enterprise Cybersecurity
Hailey Sharp
Owner
Other Named Rachel Covey
Frequently asked questions
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We found 1 Rachel Covey's phone numbers
Rachel Covey's social media include: Linkedin,
Rachel Covey works for Fidelity Investments
Rachel Covey's role in Fidelity Investments is Central Relationship Manager
Rachel Covey works in the industry of Financial Services
Rachel Covey's colleagues are Anton Vaskovtsev,Laurie Jacques,Brandy Reed
Rachel Covey's latest job experience is Central Relationship Manager at Fidelity Investments
Rachel Covey's latest education in Embry-Riddle Aeronautical University
