Gregory Surat
VP, Regional Planning Consultant at Fidelity Investments
Based in San Jose, United States
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Seniority
Vp
Department
General Business & Management
Location
San Jose
Industry
Financial Services
Company size
84K
Contact information
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g•••••••@fidelity.com
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Background
About Gregory Surat
Gregory Surat is a highly motivated and customer-centric sales leader with a proven track record in the financial industry. He excels in driving productivity, surpassing targets, and cultivating strong and enduring client relationships. Currently serving as a Regional Planning Consultant at FIDELITY, Gregory has previously held roles as an Investment Product Specialist and Financial Consultant at ETRADE, as well as at Charles Schwab. Gregory's responsibilities have included guiding financial consultants, conducting development training sessions, developing personalized financial plans, and providing investment advice to clients. He is skilled in consultative selling and has a solid understanding of various financial products and services. Gregory holds a Bachelor of Science in Finance and Marketing from San Jose State University and possesses licenses for Series 7 and 66, as well as CA Life & Annuity insurance.
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