Gregory Sackos

Wealth Management Service Specialist

Role: Wealth Management Service Specialist Ii at Fidelity Investments
Location: Boston, MA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Wealth Management Service Specialist Ii
Fidelity Investments
Sep 2022 — Present · Merrimack, NH, US

Education

Bentley University
MSA, Accounting
1992 — 1995
University of Massachusetts Lowell
Bachelor's degree
1986 — 1988

Contact information

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

Wealth Management Service Specialist Ii

Education

Bentley University

University of Massachusetts Lowell

Find verified contacts for anyone on LinkedIn