Financial services is my passion! I am a driven financial services professional dedicated to providing world class customer service to all customers that I come in contact with. With over 25 years of industry experience, my greatest strength is helping others find solutions and strategies to meet their financial goals. I listen to their stories and put myself in their shoes to really understand their concerns before coming up with a solution!
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Senior Service Support SpecialistFidelity Investments Nov 1995 - Jan 2022Westlake, Texas -
Senior Service Support SpecialistFidelity Investments Nov 1995 - Jan 2022Westlake, TexasProvided highest level of service by assisting internal colleagues, financial advisors and customers with all service issues such as transfer of assets and rollovers coming into and out of Fidelity, new accounts, physical processing, money movement, and account maintenance utilizing the SalesForce case management tool
Won (Tom) Heo Education Details
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Economics And Finance
Frequently Asked Questions about Won (Tom) Heo
What is Won (Tom) Heo's role at the current company?
Won (Tom) Heo's current role is Senior Service Support Specialist at Fidelity Investments.
What schools did Won (Tom) Heo attend?
Won (Tom) Heo attended The University Of Texas At Dallas.
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