Derek Razza
- Role
- Customer Relationship Advocate at Fidelity Investments
- Location
- Cranston, RI, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About Derek Razza
Working different jobs and in different fields has allowed Derek the opportunity to…
Experience
Customer Relationship Advocate
Aug 2023 — Present
Alongside other associates preparing for licensing that include the SIE, Series 7 and Series 63. As a CRA, it is my responsibility to assist clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades.
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