tax exempt representative ii at fidelity investments | driving financial growth@ Fidelity Investments
Tyngsborough, Massachusetts, United States
Yash Panchal
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University of Massachusetts Lowell
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Tell me more about Yash Panchal?
FlashIntel GPTYash Panchal is a Financial Customer Associate with 3.6 years of experience. He is based in the United States and has worked at Fidelity Investments in Massachusetts as a Financial Customer Associate. Prior to that, he worked as a Contractor and Sales Consultant at Best Buy in Minnesota. Yash has a strong background in financial services and has worked with a wide range of clients, including individual investors, institutions, and financial advisors.
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Emails and Phone Numbers
Work Experience
tax exempt representative ii at fidelity investments | driving financial growth
Financial Customer Associate
Financial Services
Yash Panchal's Professional Milestones
- Sales Consultant (2020-03-01~2022-03-01): Achieved record-breaking sales numbers, driving revenue growth and expanding client base.
- Financial Customer Associate (2022-05-01~): Delivered exceptional financial support, capturing the essence of the company's financial goals and promoting customer satisfaction.
Education
Business,
Management,
Marketing,
And Related Support Services
2019-2023Certification
Colleagues
John Grdina
Squad Leader Product Owner
Steve Boyd
Director | Cash Product Owner
Laurie Jacques
Product Owner | Product Manager | Agilist | Certified Scrum Master
Melissa Richardson CSPO, CSM, CSP, RSaSP
Product Owner | Software Development Financial Services Business Systems Analysis Relationship Management
Caidi Bolte
Director IT Product Owner | Enterprise Cybersecurity
Other Named Yash Panchal
Frequently asked questions
We found 2 Yash Panchal's email addresses
We found 1 Yash Panchal's phone numbers
Yash Panchal's social media include: Linkedin,
Yash Panchal works for Fidelity Investments
Yash Panchal's role in Fidelity Investments is tax exempt representative ii at fidelity investments | driving financial growth
Yash Panchal works in the industry of Financial Services
Yash Panchal's colleagues are John Grdina,Steve Boyd,Laurie Jacques
Yash Panchal's latest job experience is tax exempt representative ii at fidelity investments | driving financial growth at Fidelity Investments
Yash Panchal's latest education in University of Massachusetts Lowell
