Tyler Small
Customer Relationship Advocate (Cra) @Fidelity Investments
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WORK HISTORY
Customer Relationship Advocate (Cra) @Fidelity Investments
Smithfield, RI, US
As a Customer Relationship Advocate at Fidelity Investments, I assist clients in navigating their financial journeys by providing personalized guidance, resolving account-related inquiries, and ensuring a seamless customer experience. I leverage strong communication and problem-solving skills to build trust with clients while supporting Fidelity’s mission of delivering exceptional service and financial confidence.
EDUCATION
Isenberg School of Management, UMass Amherst
Bachelor of Business Administration - BBA, Finance, General
Bentley University
Candidate for Bachelor of Science - BS, Business - Undecided
Universitat Autònoma de Barcelona
Bachelor of Business Administration - BBA, Finance, General
ABOUT TYLER SMALL
Wealth Consultant with experience in client service, investment education, and financial…
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