Chase Peak

Investment Consultant at Fidelity Regional Center

Role: Investment Consultant at Fidelity Investments
Location: Richmond, VA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Investment Consultant
Fidelity Investments
Apr 2021 — Present
Providing needs-based guidance and planning to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assetsOpen architecture, offering a wide broad range of financial products and servicesEffectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skills

Skills

Banking
Home Equity Lines of Credit
Portfolio Management
Loans
Account Management
Financial Advisory
Financial Planning
Mortgage Lending
Microsoft Office
Sales
Small Business Lending
Consumer Lending
Credit
Leadership
Negotiation
Event Planning
Wealth Management
Loan Origination
Cross Selling
Networking
Time Management
Social Media
Finance
Financial Analysis
Public Speaking
Alternative Investments
Direct Sales
Retail
Relationship Management
Deposits
Customer Retention
Customer Service
Marketing
Customer Satisfaction
Insurance
Investments

Contact information

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Work email
•••••@fidelity.com
Personal email
•••••@•••••.com
Direct dial
+18•••••••66

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Current company

Fidelity Investments

Financial Services · 85K employees · Founded 1946 · Boston, Massachusetts, United States

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

fidelity.com

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