David Gurney

Financial Customer Associate

Role: Financial Customer Associate at Fidelity Investments
Location: Nashua, NH, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

Experience

Financial Customer Associate
Fidelity Investments
Jan 2023 — Present

Skills

Microsoft Excel
Customer Satisfaction
New Business Development
Project Management
Sales Operations
Negotiation
Vehicles
Customer Service
Automobile
Automotive
Business Process Improvement
Team Building
Inventory Management
Microsoft Word
Product Development
Sales Process
Process Improvement
Microsoft Office
Marketing Strategy
Sales Management
Continuous Improvement
Strategic Planning

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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