Chase Greeson
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Chase Greeson Email & Phone Number

Relationship Manager at Fidelity Investments at Fidelity Investments
Location: Charlotte, North Carolina, United States 6 work roles 3 schools
1 work email found @target.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email c****@target.com
LinkedIn Profile matched
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Current company
Fidelity Investments
Role
Relationship Manager at Fidelity Investments
Location
Charlotte, North Carolina, United States
Company size
10 employees

Who is Chase Greeson? Overview

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Quick answer

Chase Greeson is listed as Relationship Manager at Fidelity Investments at Fidelity Investments, a with 10 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at target.com and a matched LinkedIn profile for Chase Greeson.

Chase Greeson previously worked as Relationship Manager at Fidelity Investments and Customer Relationship Advocate at Fidelity Investments. Chase Greeson holds Bachelors, Business Administration And Management, Finance from North Carolina State University.

Company email context

Email format at Fidelity Investments

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{first}.{last}@target.com
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AeroLeads found 1 current-domain work email signal for Chase Greeson. Compare company email patterns before reaching out.

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Profile bio

About Chase Greeson

Current Relationship Manager at Fidelity Investments. Supporting 11 advisers with Fidelity clients' complex service needs, I help create an efficient work environment within the Investor Center in Ballantyne, NC. I assist with things like TOA's, rollovers, authority forms/paperwork, POA documents, etc.Recent North Carolina State University graduate who majored in Business Administration-BS in Management with a concentration in Finance, and minored in Team Decision Making (completed while studying abroad in Europe). Completed my bachelor's degree in 3.5 years while working at Fidelity for part of that time.

Current workplace

Chase Greeson's current company

Company context helps verify the profile and gives searchers a useful next step.

Fidelity Investments
Fidelity Investments
Relationship Manager at Fidelity Investments
Website
fidelity.com
Employees
10
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Company profile
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6 roles

Chase Greeson work experience

A career timeline built from the work history available for this profile.

Relationship Manager

Current
Fidelity Investments

Boston, Ma, Us

Supporting Financial Consultants within the Investor Center space located in Ballantyne, NC. Also assisting clients with complex service needs and requests.

Jun 2024 - Present

Customer Relationship Advocate

Fidelity Investments

Boston, Ma, Us

Studied, trained, and learned to complete the SIE, Series 7, and Series 63 exams to be licensed as a Register Representative. Currently answering direct inbound phone calls to assist clients with deposits, withdrawals, trading securities, account maintenance, and help with general financial questions.

May 2023 - Jun 2024

Cashier Customer Service

Target

Minneapolis, Mn, Us

Work multiple positions within Target: Cashiering, Customer Service, Stocker, Cleaner, Overnight Truck Unloader, Technology Assistant, Cart Attendant, etc.

Nov 2019 - May 2023

Payroll Intern

Pendo.Io

Raleigh, North Carolina, Us

Building Payroll Review Files during each pay period for Pendo's US & Canada employees. Navigating and organizing state government revenue websites to update Pendo's information.

Jun 2022 - Aug 2022

Cashier

Harris Teeter

Matthews, North Carolina, Us

Aug 2018 - Dec 2019

Harris Teeter Internship

Harris Teeter

Matthews, North Carolina, Us

I gathered, organized, and displayed information from customer surveys at Harris Teeter. I used Microsoft Excel to create charts and tables comparing our stores performance with the company as a whole.

May 2019 - Aug 2019
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 10 employees →

CP Cindy Pauly Cindy Pauly Colleague at Fidelity InvestmentsMerrimack, New Hampshire, United States View → KA Katie Allen Katie Allen Colleague at Fidelity InvestmentsNorth Richland Hills, Texas, United States View → SV Sheila Vasquez Sheila Vasquez Colleague at Fidelity InvestmentsLake Dallas, Texas, United States View → CT Chakira Tompkins Chakira Tompkins Colleague at Fidelity InvestmentsJacksonville, Florida, United States View → AD Angelina Dicarlo Angelina Dicarlo Colleague at Fidelity InvestmentsAmherst, Massachusetts, United States View → AA Arulkumar A. Arulkumar A. Colleague at Fidelity InvestmentsChennai, Tamil Nadu, India View → JE Jeremy E. Jeremy E. Colleague at Fidelity InvestmentsFort Mitchell, Kentucky, United States View → KE Kimberly Elkins Kimberly Elkins Colleague at Fidelity InvestmentsProvo, Utah, United States View → SK Survi Kumari Survi Kumari Colleague at Fidelity InvestmentsBengaluru, Karnataka, India View → SG Skylar Gallemore, Cfp® Skylar Gallemore, Cfp® Colleague at Fidelity InvestmentsCreedmoor, North Carolina, United States View →
3 education records

Chase Greeson education

Bachelors, Business Administration And Management, Finance

North Carolina State University

Business, Management, Marketing, And Related Support Services

Wake Technical Community College

Education record

Apex High School
FAQ

Frequently asked questions about Chase Greeson

Quick answers generated from the profile data available on this page.

What company does Chase Greeson work for?

Chase Greeson works for Fidelity Investments.

What is Chase Greeson's role at Fidelity Investments?

Chase Greeson is listed as Relationship Manager at Fidelity Investments at Fidelity Investments.

What is Chase Greeson's email address?

AeroLeads has found 1 work email signal at @target.com for Chase Greeson at Fidelity Investments.

Where is Chase Greeson based?

Chase Greeson is based in Charlotte, North Carolina, United States while working with Fidelity Investments.

What companies has Chase Greeson worked for?

Chase Greeson has worked for Fidelity Investments, Target, Pendo.Io, and Harris Teeter.

Who are Chase Greeson's colleagues at Fidelity Investments?

Chase Greeson's colleagues at Fidelity Investments include Cindy Pauly, Katie Allen, Sheila Vasquez, Chakira Tompkins, and Angelina Dicarlo.

How can I contact Chase Greeson?

You can use AeroLeads to view verified contact signals for Chase Greeson at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Chase Greeson attend?

Chase Greeson holds Bachelors, Business Administration And Management, Finance from North Carolina State University.

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