wealth management service help desk at fidelity investments@ Fidelity Investments
Jacksonville, Florida, United States
Zachary Crow, CFP®
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University of Georgia - Terry College of Business
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Tell me more about Zachary Crow, CFP®?
FlashIntel GPTZachary Crow, CFP(r) is a highly experienced High Net Worth Representative with 14.3 years of work experience. He possesses a wide range of skills including Microsoft Excel, analysis, Microsoft Office, teamwork, customer service, and time management. Based in Georgia, Zachary has worked in various roles such as Wealth Management Service Specialist, Relationship Manager, Central Relationship Manager, and High Net Worth Representative. He has also worked at Fidelity Investments in the United States as a Wealth Management Service Help Desk. Zachary's expertise and diverse work experience make him a valuable asset in the financial services industry.
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Emails and Phone Numbers
About
High Net Worth Representative
Work Experience
wealth management service help desk at fidelity investments
Financial Services
Zachary Crow, CFP®'s Professional Milestones
- Part-time Employee (2012-08-01~2013-07-01): Streamlined time management processes, improving efficiency and ensuring compliance with industry guidelines.
- wealth management service help desk at fidelity investments (2015-02-01~2018-05-01): Provided expert knowledge and analysis to clients, resolving complex financial issues and providing unbiased guidance.
Education
Risk Management & Insurance
1230768000-1356998400Skill
Microsoft Excel
Analysis
Microsoft Office
Teamwork
Customer Service
Time Management
Certification
Colleagues
Aravindan Rajagopalan
Squad Leader Product Owner
Anton Vaskovtsev
Product Owner
Brandy Reed
Chief Executive Officer | Business Owner
Laurie Jacques
Product Owner | Product Manager | Agilist | Certified Scrum Master
Omar Cantu Jr
Financial Fitness Coach | Small Business Owner
Other Named Zachary Crow, CFP®
Frequently asked questions
We found 3 Zachary Crow, CFP®'s email addresses
We found 2 Zachary Crow, CFP®'s phone numbers
Zachary Crow, CFP®'s social media include: Linkedin,
Zachary Crow, CFP® works for Fidelity Investments
Zachary Crow, CFP®'s role in Fidelity Investments is wealth management service help desk at fidelity investments
Zachary Crow, CFP® works in the industry of Financial Services
Zachary Crow, CFP®'s colleagues are Aravindan Rajagopalan,Anton Vaskovtsev,Brandy Reed
Zachary Crow, CFP®'s latest job experience is wealth management service help desk at fidelity investments at Fidelity Investments
Zachary Crow, CFP®'s latest education in University of Georgia - Terry College of Business
