Desiree Rivera is a seasoned professional in the financial services industry with extensive experience at Fidelity Charitable since June 2018, where roles have included Sr. Premium Service Accounts Manager, Premium Service Senior Specialist for the Private Donor Group, and Senior Donor Services Specialist. Prior experience at Fidelity Investments spanned from November 2014 to June 2018, encompassing positions such as Client Experience- Associate Analyst in Brokerage Operations and Client Experience- Brokerage Operations Representative. Earlier roles at TD Ameritrade Institutional and TD Ameritrade involved Correspondence Review Principal and Private Client Services Representative. Desiree holds a Master of Science in Personal Financial Planning from Texas Tech University, obtained in May 2022, and a Bachelor of Science in Business Administration and Management from Universidad Tecnológica Centroamericana, completed in December 2003.
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