William Taylor
Finance Student at Isenberg School of Management - UMass Amherst
- Role
- Financial Customer Associate at Fidelity Investments
- Location
- Amherst, MA, US
- LinkedIn followers
- 500 followers
About William Taylor
My name is William Taylor and I am a recent graduate with a BBA degree with a concentration in Finance at the Isenberg School of Management at the University of Massachusetts Amherst. I am currently a Financial Customer Associate at Fidelity Investments. In my role, I support clients with their 401(k) needs as they build a strong foundation to prepare for the future.
Experience
Financial Customer Associate
Jul 2025 — Present · Merrimack, NH, US
Delivering high-quality support to Fidelity clients by assisting with account inquires, transactions, and 401(k) education. I focus on creating positive client interactions by understanding individual needs and ensuring timely, efficient transitions and resolutions.
Education
North Reading High School
High School Diploma
Isenberg School of Management, UMass Amherst
Bachelor of Business Administration - BBA, Finance, General
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