Joe Tarlin
Customer Relationship Advocate at Fidelity Investments
- Role
- Customer Relationship Advocate (Cra) at Fidelity Investments
- Location
- Natick, MA, US
- LinkedIn followers
- 500 followers
About Joe Tarlin
I am a recent graduate of the University of Wisconsin-Madison with a Bachelor of Arts in…
Experience
Customer Relationship Advocate (Cra)
Sep 2025 — Present
Provide customer service by answering phone calls and assisting clients with various needs such as money movements, bank transfers, online account support, and basic investment tasks -Handle customer orders regarding the securities industry - Advanced financial knowledge through SIE, Series 7, and Series 63 licenses
Education
University of Wisconsin-Madison
Bachelor of Arts - BA, Political Science, Criminal Justice, & Sports Communications
Northeastern University
Master of Science - MS, Sports Leadership
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