Jeremiah Lamb
Financial Services Associate @Fidelity Investments
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WORK HISTORY
Financial Services Associate @Fidelity Investments
US
Guided employees through the enrollment and management of their workplace retirement 401(k) plans, ensuring alignment with individual financial goals.• Assisted customers with rolling over previous 401(k) plans and consolidating accounts for streamlinedretirement planning.• Resolved inquiries related to account management, distributions, and plan adjustments with a focus oncustomer satisfaction and compliance.• Proactively communicated regulatory updates and plan changes to help clients stay informed and confident in their retirement decisions.• Provided comprehensive support on plan features, contribution limits, and employer match options to help clients maximize retirement savings
EDUCATION
Music Tech
Recording Engineer
Iowa Western Community College
Microsoft Certified Systems Engineer
ABOUT JEREMIAH LAMB
Highly skilled and detail-oriented professional with over 25 years of experience spanning…
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