Matthew Lathe
Client Support Specialist i at Fidelity Investments
Based in Boston, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Boston
Industry
Financial Services
Company size
85K
Contact information
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m•••••••@fidelity.com
Phone
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Background
About Matthew Lathe
Equipped with a Bachelor of Science in Finance and Bachelor of Arts in Economics from UConn, my journey at Fidelity Investments has been transformative. Here, I leverage my academic insights and certifications, including the SIE, Series 7, and Series 63, to deliver outstanding client services experiences to all.Our team emphasizes client obsession and cultivates trust through exceptional customer relationships. My commitment extends beyond task execution, focusing on empowering clients with financial literacy, which remains my guiding principle in the dynamic landscape of finance.
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