Casey Graham Shelton
Client Support Specialist Iii @Fidelity Investments
Erie, PA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Feb 2023 — Present
Client Support Specialist Iii @Fidelity Investments
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Cleveland, OH, US
As a High Net Worth Representative, my focus is on enhancing relationships with our high-net-worth clients who have complex service and investment needs. This role helps to increase customer loyalty and drive business development opportunities.
EDUCATION
2012 — 2016
West Virginia University
Bachelor of Science - BS
SKILLS
Analytic Problem SolvingEvent PlanningMicrosoft PowerpointMicrosoft OfficeSalesSocial Media MarketingCommunicationMicrosoft ExcelPowerpointStrategic PlanningLeadershipCustomer ServiceMicrosoft WordTeam LeadershipPublic SpeakingFinanceFinancial PlanningResearchBusiness DevelopmentTeamworkStrategic CommunicationsInterpersonal CommunicationAdvertisingCustomer SatisfactionComputer LiteracyEconomicsSocial MediaFinancial ServicesPublic RelationsTime ManagementEntrepreneurshipMarketing
ABOUT CASEY GRAHAM SHELTON
Experienced professional with a demonstrated history of working in the financial services…
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