Toby Lopez
Life Events Specialist at Fidelity Investments
Based in Rosenberg, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Rosenberg
Industry
Financial Services
Company size
85K
Contact information
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t•••••••@fidelity.com
Phone
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Background
About Toby Lopez
Financial service professional with 7+ years of experience delivering financial and investment advisory services to high value clients. Extensive knowledge of client service with proven success in achieving company sales goals. Excellent in gathering client information, analyzing data, and providing appropriate recommendations.
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