Christopher Grego

Workplace Planning Consultant III

Role
Workplace Planning Consulant Iii at Fidelity Investments
Location
Jacksonville Beach, FL, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Christopher Grego

Fidelity Investments: As part of the Workplace Planning and Advice team, I will engage inactive and active 401(k) participants to introduce them to Fidelity\'s services, guiding them through all their available options surrounding their workplace plan. I will strive to build long lasting relationships when interacting with clients. Education: Double Major in Finance & International Business with a minor in Spanish having graduated from the University of North Florida in Fall of 2020. Skilled in Finance, Public Speaking, Sales, Financial Planning, International Business, as well as fluent in Spanish. Will be acquiring a post-graduate degree in Financial Planning to then sit for the CFP. Plan to pursue a master\'s degree in Finance whilst furthering education in International Business.

Experience

  1. Workplace Planning Consulant Iii

    Fidelity Investments

    Nov 2022 — Present

Education

  • University of North Florida

    Bachelor's degree

    2016 — 2020

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