Catherine Sullivan
Customer Relationship Advocate @Fidelity Investments
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WORK HISTORY
Customer Relationship Advocate @Fidelity Investments
Smithfield, RI, US
Licensed role where developed strong knowledge of financial markets and investment products- enabling clear and accurate communication of complex financial concepts- Delivers high-quality service by assisting clients over the phone with account maintenance, money movement, and executing trades in mutual funds and stocks- Serves as a trusted financial professional by building meaningful customer relationships and enhancing the overall client experience through personalized and efficient service- Participate on “CS360 panel,” alongside senior onboarding leadership, to welcome new hires into role. Provides support and guidance in onboarding into Fidelity
EDUCATION
Fordham Gabelli School of Business
Bachelor's degree, Business Administration, Marketing and Finance Concentrations
Fordham University London
Bachelor of Science - BS, Business Administration, Marketing and Finance Concentrations
ABOUT CATHERINE SULLIVAN
I am a Client Support Specialist I at Fidelity Investments with a strong foundation in…
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