Emily Egbers

Team Leader, Client Services

Role
Team Leader, Client Services at Fidelity Investments
Location
Cincinnati, OH, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Emily Egbers

Series 7, Series 66, Series 9, and Series 10 licensed. Financial planning experience…

Experience

  1. Team Leader, Client Services

    Fidelity Investments

    Apr 2024 — Present · US

Education

  • Tiffin University

    Master of Business Administration - MBA

    2020 — 2021

  • Indiana University–Purdue University Indianapolis

    Bachelor's degree

    2015 — 2019

Skills

  • Communication
  • Time Management
  • Coaching
  • Tournaments
  • Sports Management
  • Leadership Development
  • Public Speaking
  • Leadership
  • Customer Service
  • Management
  • Sales

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Emily Egbers — Team Leader, Client Services at Fidelity Investments in Cincinnati, OH, US | Unifers