Financial Consultant
Current
Oct 2023 - Present
AeroLeads people directory · profile
Robert Greeley Email & Phone Number
Financial Consultant at Fidelity
at
Fidelity Investments
1 work email found
@highpoint.edu
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Consultant at Fidelity
Location
Westwood, Massachusetts, United States
Company size
Who is Robert Greeley? Overview
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Quick answer
Robert Greeley is listed as Financial Consultant at Fidelity at Fidelity Investments, a company with 52767 employees, based in Westwood, Massachusetts, United States. AeroLeads shows a work email signal at highpoint.edu and a matched LinkedIn profile for Robert Greeley.
Robert Greeley previously worked as Financial Consultant at Fidelity Investments and Planning Consultant at Fidelity Investments. Robert Greeley holds B.A. Communications, Sport Management from High Point University.
Company email context
Email format at Fidelity Investments
This section adds company-level context without repeating Robert Greeley's masked contact details.
{first_initial}{last}@highpoint.edu
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AeroLeads found 1 current-domain work email signal for Robert Greeley. Compare company email patterns before reaching out.
Profile bio
About Robert Greeley
I am a graduate of High Point University. I currently work as a Financial Consultant at Fidelity Investments in the Westwood Investor Center. My role as a Financial Consultant is to work with clients and their families to build and maintain a holistic financial plan, so that they can have peace of mind and achieve personal and financial harmony.
Listed skills include Customer Service, Sports Management, Sports, Time Management, and 5 others.
Current workplace
Robert Greeley's current company
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Fidelity Investments
7 roles
Robert Greeley work experience
A career timeline built from the work history available for this profile.
Planning Consultant
Jul 2022 - Oct 2023
Relationship Manager
I support local Fidelity clients build, maintain and stay connected to their financial plan to ensure they have piece of mind into and through retirement.
Dec 2020 - Jul 2022
Financial Representative
Feb 2019 - Dec 2020
Customer Experience Associate
Jun 2018 - Feb 2019
Baseball Manager
Current-Collected batting and pitching statistics through the Right View Pro System-Aid in day-to-day duties including field preparation and batting practice -Coordinated pre-game and post-game meal preparation for over 40 players and coaches-Oversee laundry duties to uphold High Point University's standards
Oct 2016 - Present
Service Clerk, Cashier, Front End Manager
In 2012 I was looking for some work experience prior to heading to college. Roche Bros. is a fantastic family company that I enjoyed tremendously. I began as a Service Clerk (bagging), but became a Cashier soon after that. After working as a cashier for multiple years, I began serving as Front End manager. This position is a key position in customer.
Oct 2012 - Oct 2015
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
ML
Matthew Lam
Colleague at Fidelity InvestmentsSuffolk County, Massachusetts, United States, United States
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AS
Adam Silverman
Colleague at Fidelity InvestmentsLos Angeles Metropolitan Area, United States
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AM
Ashish Madhav
Colleague at Fidelity InvestmentsRoanoke, Texas, United States, United States
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JK
Jacqueline Kwan, Crpc®
Colleague at Fidelity InvestmentsWalnut Creek, California, United States, United States
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MM
Marshall Mcadams
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States
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JM
Julia Moore
Colleague at Fidelity InvestmentsFort Mitchell, Kentucky, United States, United States
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CG
Cathryn Gartley
Colleague at Fidelity InvestmentsGreater Boston, United States
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BL
Bojiang L.
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States, United States
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JB
Jania Bonds
Colleague at Fidelity InvestmentsRaleigh-Durham-Chapel Hill Area, United States
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MM
Marybeth Messmer
Colleague at Fidelity InvestmentsMorrisville, North Carolina, United States, United States
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Matthew Lam
Colleague at Fidelity InvestmentsSuffolk County, Massachusetts, United States, United States
View →
AS
Adam Silverman
Colleague at Fidelity InvestmentsLos Angeles Metropolitan Area, United States
View →
AM
Ashish Madhav
Colleague at Fidelity InvestmentsRoanoke, Texas, United States, United States
View →
JK
Jacqueline Kwan, Crpc®
Colleague at Fidelity InvestmentsWalnut Creek, California, United States, United States
View →
MM
Marshall Mcadams
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States
View →
JM
Julia Moore
Colleague at Fidelity InvestmentsFort Mitchell, Kentucky, United States, United States
View →
CG
Cathryn Gartley
Colleague at Fidelity InvestmentsGreater Boston, United States
View →
BL
Bojiang L.
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States, United States
View →
JB
Jania Bonds
Colleague at Fidelity InvestmentsRaleigh-Durham-Chapel Hill Area, United States
View →
MM
Marybeth Messmer
Colleague at Fidelity InvestmentsMorrisville, North Carolina, United States, United States
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1 education record
Robert Greeley education
FAQ
Frequently asked questions about Robert Greeley
Quick answers generated from the profile data available on this page.
What company does Robert Greeley work for?
Robert Greeley works for Fidelity Investments.
What is Robert Greeley's role at Fidelity Investments?
Robert Greeley is listed as Financial Consultant at Fidelity at Fidelity Investments.
What is Robert Greeley's email address?
AeroLeads has found 1 work email signal at @highpoint.edu for Robert Greeley at Fidelity Investments.
Where is Robert Greeley based?
Robert Greeley is based in Westwood, Massachusetts, United States while working with Fidelity Investments.
What companies has Robert Greeley worked for?
Robert Greeley has worked for Fidelity Investments, High Point University, and Roche Bros. Supermarkets.
Who are Robert Greeley's colleagues at Fidelity Investments?
Robert Greeley's colleagues at Fidelity Investments include Matthew Lam, Adam Silverman, Ashish Madhav, Jacqueline Kwan, Crpc®, and Marshall Mcadams.
How can I contact Robert Greeley?
You can use AeroLeads to view verified contact signals for Robert Greeley at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Robert Greeley attend?
Robert Greeley holds B.A. Communications, Sport Management from High Point University.
What skills is Robert Greeley known for?
Robert Greeley is listed with skills including Customer Service, Sports Management, Sports, Time Management, Microsoft Word, Teamwork, Microsoft Office, and Microsoft Powerpoint.
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