Customer Relationship Advocate
Current
Apr 2024 - Present
AeroLeads people directory · profile
Sarah Trejo Email & Phone Number
Customer Relationship Advocate at Fidelity Investments
at
Fidelity Investments
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
Customer Relationship Advocate at Fidelity Investments
Location
Fort Worth, Texas, United States
Company size
Who is Sarah Trejo? Overview
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Quick answer
Sarah Trejo is listed as Customer Relationship Advocate at Fidelity Investments at Fidelity Investments, a company with 52767 employees, based in Fort Worth, Texas, United States. AeroLeads shows a matched LinkedIn profile for Sarah Trejo.
Sarah Trejo previously worked as Customer Relationship Advocate at Fidelity Investments and Wholesale underwriting CSR at Premier Nationwide Lending. Sarah Trejo holds Bachelors, Developmental And Child Psychology from Liberty University.
Company email context
Email format at Fidelity Investments
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Fidelity Investments
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Profile bio
About Sarah Trejo
Work hard to obtain the highest level possible in the company and position that I am in. Learn the ins and out of the business and help to improve customer satisfaction as well as over all business flow.
Listed skills include Sales, Customer Service, Customer Retention, Close Attention To Detail, and 10 others.
Current workplace
Sarah Trejo's current company
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Fidelity Investments
4 roles
Sarah Trejo work experience
A career timeline built from the work history available for this profile.
Wholesale Underwriting Csr
Review documents between the broker and underwriter for accuracy on items needed in order to process the loan. Obtain missing items or additional items needed and retain customers as well as ensure satisfaction. Review income, appraisals, job accuracy and explanations for all items.
Jan 2013 - Jan 2014
Customer Advocacy Manager
Bank Of America
Managed a team of 15-20 associates in customer service for Mortgage servicing. Attempted to retain homes that were on the verge of foreclosure. Work out payment plans and additional options with customer as well as provide excellent customer service. Managed employee satisfaction, stats throughout their performance and attendance. Provided counselings when.
Jan 2010 - Dec 2012
Fine Jewelry Specialist
Customer service and sales for fine jewelry. Knowledge in diamonds, rare jewels, and gold were a must and ensuring sales to our customers.
Apr 2009 - Jun 2010
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
AS
Antonio Sostilio
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States, United States
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AE
Alejandro Echevarría, Mba
Colleague at Fidelity InvestmentsGreater Boston, United States, United States
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JR
Joshua Raymer
Colleague at Fidelity InvestmentsFort Worth, Texas, United States, United States
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PB
Priyanka Bhargava
Colleague at Fidelity InvestmentsGurgaon, Haryana, India, India
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GS
Gaurav Sancheti
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India, India
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KK
Kristen Keogh
Colleague at Fidelity InvestmentsArgyle, Texas, United States, United States
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BS
Barry Schweitzer
Colleague at Fidelity InvestmentsNewport, Kentucky, United States, United States
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CM
Cleveland Mcdowell
Colleague at Fidelity InvestmentsMiami, Florida, United States, United States
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RR
Rich Rosenthal
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States, United States
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JM
Jim Mcaloon
Colleague at Fidelity InvestmentsNew York City Metropolitan Area, United States, United States
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Antonio Sostilio
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States, United States
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AE
Alejandro Echevarría, Mba
Colleague at Fidelity InvestmentsGreater Boston, United States, United States
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JR
Joshua Raymer
Colleague at Fidelity InvestmentsFort Worth, Texas, United States, United States
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PB
Priyanka Bhargava
Colleague at Fidelity InvestmentsGurgaon, Haryana, India, India
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GS
Gaurav Sancheti
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India, India
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KK
Kristen Keogh
Colleague at Fidelity InvestmentsArgyle, Texas, United States, United States
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BS
Barry Schweitzer
Colleague at Fidelity InvestmentsNewport, Kentucky, United States, United States
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CM
Cleveland Mcdowell
Colleague at Fidelity InvestmentsMiami, Florida, United States, United States
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RR
Rich Rosenthal
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States, United States
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JM
Jim Mcaloon
Colleague at Fidelity InvestmentsNew York City Metropolitan Area, United States, United States
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3 education records
Sarah Trejo education
Bachelors, Developmental And Child Psychology
Associates Of Applied Science In Culinary Arts, Culinary Arts/Chef Training
Le Cordon Bleu College Of Culinary Arts-Dallas
Highschool Diploma
Pinnacle Academy
FAQ
Frequently asked questions about Sarah Trejo
Quick answers generated from the profile data available on this page.
What company does Sarah Trejo work for?
Sarah Trejo works for Fidelity Investments.
What is Sarah Trejo's role at Fidelity Investments?
Sarah Trejo is listed as Customer Relationship Advocate at Fidelity Investments at Fidelity Investments.
Where is Sarah Trejo based?
Sarah Trejo is based in Fort Worth, Texas, United States while working with Fidelity Investments.
What companies has Sarah Trejo worked for?
Sarah Trejo has worked for Fidelity Investments, Premier Nationwide Lending, Bank Of America, and Jcpenney.
Who are Sarah Trejo's colleagues at Fidelity Investments?
Sarah Trejo's colleagues at Fidelity Investments include Antonio Sostilio, Alejandro Echevarría, Mba, Joshua Raymer, Priyanka Bhargava, and Gaurav Sancheti.
How can I contact Sarah Trejo?
You can use AeroLeads to view verified contact signals for Sarah Trejo at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Sarah Trejo attend?
Sarah Trejo holds Bachelors, Developmental And Child Psychology from Liberty University.
What skills is Sarah Trejo known for?
Sarah Trejo is listed with skills including Sales, Customer Service, Customer Retention, Close Attention To Detail, Always Punctual, Project Management, Project Planning, and Mortgage Lending.
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