Gregory Mumma

Role: High Net Worth Service Associate at Fidelity Investments
Location: Woonsocket, RI, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

Experience

High Net Worth Service Associate
Fidelity Investments
Sep 2022 — Present
I work to provide account services and trading for our Premium and Private Client Groups. I also work directly with our Portfolio Advisory Services team to help clients achieve their financial goals. I am currently also working in a 13 week leadership program as a skills coach for brokers with Fidelity who are completing their training bundles.

Contact information

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Work email
•••••@fidelity.com
Personal email
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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

High Net Worth Service Associate

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