Thomas Mathews
Customer Relationship Advocate @Fidelity Investments
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WORK HISTORY
Customer Relationship Advocate @Fidelity Investments
As a member of the Rising Senior Accelerated Career program, I work to maintain relationships with Fidelity customers while completing my FINRA Series 7 and 63 licenses. Responsibilities include: • Answering customer questions about account balances • Guiding customers to appropriate online financial resources • Helping customers feel more comfortable in their financial decisions • Educating customers on how to improve their financial security
ABOUT THOMAS MATHEWS
I believe leadership and teamwork are mutually inclusive qualities; one person cannot be…
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