Chase Greeson
- Role
- Customer Relationship Advocate at Fidelity Investments
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About Chase Greeson
Current Relationship Manager at Fidelity Investments. Supporting 11 advisers with…
Experience
Customer Relationship Advocate
May 2023 — Present
Studied, trained, and learned to complete the SIE, Series 7, and Series 63 exams to be licensed as a Register Representative. I\'m now in training to answer and direct in-bound phone calls to help provide customers with exceptional customer service.
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