Adam Croweak Email & Phone Number

Boston, MA, US

I am responsible for client consulting, design and execution of strategic communications and education efforts in the tax-exempt market.

Boston, MA, US

Create client content for educating stock plan participants about their overall equity compensation. I help to design and execute communication strategies to further the participant experience.

Boston, MA, US

In this role I partner our different business groups to ensure that our client’s had a positive and lasting relationship with fidelity, by balancing the relationship needs and business needs as well. I had to priorities my activities to make sure I was meeting all of my goes as well as providing the best customer service I could.

Boston, MA, US

In this role I champion important client focused areas including: trading, efficiently managing inbound call responsibilities with case management, and uncovering guidance lead opportunities. I also partner closely with Senior Account Executives and other business units to strengthen client relationships. I engage our High Net Worth customers in.

Boston, MA, US

In this role I deepened Fidelity’s overall relationship with our HNW clients; driving the customer experience and loyalty. I leveraged my strong interaction skills to identify products and services that supported the client’s success, including portfolio reviews, Retirement Income Plans, and HNW products such as PAS, FILI, CGF, Active Trader, and Estate.

Boston, MA, US

I interacted with customers, responding to requests for information and assistance with their accounts. I engaged in conversations with clients regarding economic conditions and various market mechanics. I led customers toward solutions for their financial situations. I effectively used my resources to execute trades, account distributions and discuss.