Role and Company
Assistant Branch Manager, Fidelity Investments
Expertise
5 years experience in financial services
Location
Washington, DC
About Chris
An experienced and accomplished leader with comprehensive knowledge of high net worth client relationship management practices. Effective cross-functional team player, passionate voice of the customer, brand ambassador, and dedicated associate mentor and coach. A strategic consultant, decisive MBA, and wealth management professional with a broad knowledge of investment, estate, risk, and financial planning.