Luke Perez
Customer Relationship Advocate @Fidelity Investments
Cincinnati, OH, US
EMAILS
MOBILE NUMBERS
+91 *********19
Signup · Get unlimited contacts
WORK HISTORY
Jun 2024 — Present
Customer Relationship Advocate @Fidelity Investments
View department →
Covington, KY, US
Deliver a quality client experience to approximately 20-30 clients per day• Engage with clients’ brokerage accounts by facilitating trades, transactions, and ad-hoc requests• Explore and answer questions regarding different securities and Fidelity product offerings
EDUCATION
2016 — 2020
Hilliard Davidson High School
High School Diploma
2020 — 2024
Xavier University
Honors Bachelor of Arts and Bachelor of Science in Business Administration
ABOUT LUKE PEREZ
I am a driven young professional looking to expand my knowledge and experience in…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.