Christopher Greeke

Role: Director, Relationship Manager at Fidelity Family Office Services at Fidelity Investments
Location: Malden, MA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Director, Relationship Manager at Fidelity Family Office Services
Fidelity Investments
Nov 2021 — Present

Skills

Family Office
Equities
Series 65
Financial Services
Mutual Funds
Insurance
Leadership
Portfolio Management
Finance
Financial Planning
Sales
Operational Excellence
Fixed Income
Series 63
Relationship Management
Customer Service
Hold Series 7
Financial Analysis
Customer Experience

Contact information

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Work email
•••••@fidelity.com
Personal email
•••••@•••••.com
Direct dial
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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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Experience

Director, Relationship Manager at Fidelity Family Office Services

Skills

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