Verified recordFinancial Services

Ethan Peneschi

Retirement Brokerage Services Representative at Fidelity Investments

Based in Dallas-Fort Worth, United States

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Seniority

Staff

Department

Customer/Client Service

Location

Dallas-Fort Worth

Industry

Financial Services

Company size

84K

Contact information

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Email

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e•••••••@fidelity.com

Phone

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Background

About Ethan Peneschi

As a dedicated Retirement Brokerage Services Representative at Fidelity Investments, my role revolves around forging strong customer connections and championing our customer-centric ethos. With a Bachelor of Business Administration in Finance from Texas State University, I bring a strong foundation in financial principles to our team. My expertise in problem-solving and communication is vital in navigating the complexities of retirement plans. It's rewarding to leverage my interpersonal skills to demystify financial strategies for our clients, contributing to our collective success and upholding Fidelity's high standards for service excellence.

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