Planning Consultant
Current
Sep 2023 - Present
AeroLeads people directory · profile
Benjamin Greer Email & Phone Number
Planning Consultant
at
Fidelity Investments
1 work email found
@fmr.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Planning Consultant
Location
Durham, North Carolina, United States
Company size
Who is Benjamin Greer? Overview
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Quick answer
Benjamin Greer is listed as Planning Consultant at Fidelity Investments, a company with 52767 employees, based in Durham, North Carolina, United States. AeroLeads shows a work email signal at fmr.com and a matched LinkedIn profile for Benjamin Greer.
Benjamin Greer previously worked as Investment Solutions Representative II at Fidelity Investments and Investment Solutions Representative at Fidelity Investments. Benjamin Greer holds Bachelor'S Degree, Sports Management from University Of Tennessee-Knoxville.
Company email context
Email format at Fidelity Investments
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{first}.{last}@fmr.com
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AeroLeads found 1 current-domain work email signal for Benjamin Greer. Compare company email patterns before reaching out.
Profile bio
About Benjamin Greer
Benjamin Greer is a Planning Consultant at Fidelity Investments. He possess expertise in microsoft office, microsoft word, social media, microsoft excel, mobile technology.
Listed skills include Microsoft Office, Microsoft Word, Social Media, Microsoft Excel, and 1 others.
Current workplace
Benjamin Greer's current company
Company context helps verify the profile and gives searchers a useful next step.
Fidelity Investments
10 roles
Benjamin Greer work experience
A career timeline built from the work history available for this profile.
Investment Solutions Representative Ii
Current
Apr 2023 - Present
Investment Solutions Representative
Sep 2022 - Apr 2023
Customer Relationship Advocate
Essential in interacting with clients via incoming calls and assist them with a broad range of needs including:-Answering questions about their account balances.-Guiding them to the appropriate online financial resources.-Helping them feel more confident and make clearer financial decisions.-Educating on options to improve their financial security and.
Jul 2021 - Sep 2022
Athletic Coordinator
-Plans, organizes and promotes competitive and non-competitive athletic programs for various age groups in softball, baseball, basketball, volleyball, and soccer.-Administers policies with respect to scheduling, safety, registration of participants, and insurance;-Inventories all player, team and game equipment and ensures proper maintenance and storage.
Feb 2018 - Jul 2021
Team Operations Intern
-Assist Team Administration Managers with operations of MLS, USL, NWSL, and Youth Academy teams.-Create Itineraries for team road trips.-Assist Team Admins with game day operations to ensure team remains on strict schedule.-Work closely with high profile athletes and attend to needs of players.-Help out with general office needs (i.e. getting supplies as.
May 2017 - Dec 2017
Operations Team Lead
Run the day to day operations of the front end of the store and responsible for all the cash that comes into the store. Team lead for all cashiers and helping find ways to make the store operate more efficiently while also providing a high level of customer service.
Sep 2016 - Dec 2017
Sales Associate
Provide friendly customer service and a willingness to help customers through knowledge of the companies product.
Jun 2015 - Sep 2016
Intramural Supervisor
University Of Tennessee Recsports
Manager of intramural staff and sports when on shift. Responsible for running and operating a 1.6 million square foot athletic facility hosting all intramural sports and numerous club sports.
Sep 2015 - Dec 2016
Intramural Official
University Of Tennessee Recsports
Officiate all intramural competition including, flag football, soccer, basketball, and softball.
Oct 2014 - Jul 2015
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
CS
Conner Siekman
Colleague at Fidelity InvestmentsCincinnati, Ohio, United States, United States
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JM
Jonah Mcdermott
Colleague at Fidelity InvestmentsFlorence, Kentucky, United States, United States
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RN
Rithi Neni
Colleague at Fidelity InvestmentsRaleigh-Durham-Chapel Hill Area, United States, United States
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JL
J Lands
Colleague at Fidelity InvestmentsRaleigh-Durham-Chapel Hill Area, United States
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SP
Suzie Porter
Colleague at Fidelity InvestmentsGreater Boston, United States
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SS
Sindhu S.
Colleague at Fidelity InvestmentsUnited States, United States
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PC
Patrick Colburn
Colleague at Fidelity InvestmentsNew Boston, New Hampshire, United States, United States
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JK
Jonathan Kobler
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States
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SJ
Shyanne James
Colleague at Fidelity InvestmentsRaleigh, North Carolina, United States, United States
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BS
Brandi Sterling
Colleague at Fidelity InvestmentsCreedmoor, North Carolina, United States, United States
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Conner Siekman
Colleague at Fidelity InvestmentsCincinnati, Ohio, United States, United States
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JM
Jonah Mcdermott
Colleague at Fidelity InvestmentsFlorence, Kentucky, United States, United States
View →
RN
Rithi Neni
Colleague at Fidelity InvestmentsRaleigh-Durham-Chapel Hill Area, United States, United States
View →
JL
J Lands
Colleague at Fidelity InvestmentsRaleigh-Durham-Chapel Hill Area, United States
View →
SP
Suzie Porter
Colleague at Fidelity InvestmentsGreater Boston, United States
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SS
Sindhu S.
Colleague at Fidelity InvestmentsUnited States, United States
View →
PC
Patrick Colburn
Colleague at Fidelity InvestmentsNew Boston, New Hampshire, United States, United States
View →
JK
Jonathan Kobler
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States
View →
SJ
Shyanne James
Colleague at Fidelity InvestmentsRaleigh, North Carolina, United States, United States
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BS
Brandi Sterling
Colleague at Fidelity InvestmentsCreedmoor, North Carolina, United States, United States
View →
2 education records
Benjamin Greer education
Bachelor'S Degree, Sports Management
Education record
FAQ
Frequently asked questions about Benjamin Greer
Quick answers generated from the profile data available on this page.
What company does Benjamin Greer work for?
Benjamin Greer works for Fidelity Investments.
What is Benjamin Greer's role at Fidelity Investments?
Benjamin Greer is listed as Planning Consultant at Fidelity Investments.
What is Benjamin Greer's email address?
AeroLeads has found 1 work email signal at @fmr.com for Benjamin Greer at Fidelity Investments.
Where is Benjamin Greer based?
Benjamin Greer is based in Durham, North Carolina, United States while working with Fidelity Investments.
What companies has Benjamin Greer worked for?
Benjamin Greer has worked for Fidelity Investments, City Of Johnson City, Orlando City Sc, Academy Sports + Outdoors, and University Of Tennessee Recsports.
Who are Benjamin Greer's colleagues at Fidelity Investments?
Benjamin Greer's colleagues at Fidelity Investments include Conner Siekman, Jonah Mcdermott, Rithi Neni, J Lands, and Suzie Porter.
How can I contact Benjamin Greer?
You can use AeroLeads to view verified contact signals for Benjamin Greer at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Benjamin Greer attend?
Benjamin Greer holds Bachelor'S Degree, Sports Management from University Of Tennessee-Knoxville.
What skills is Benjamin Greer known for?
Benjamin Greer is listed with skills including Microsoft Office, Microsoft Word, Social Media, Microsoft Excel, and Mobile Technology.
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