Krista Glatthaar Cep

Krista Glatthaar has extensive work experience in the finance industry. Krista started their career at Fidelity Investments in 2003, where they held multiple roles over the years. As a Sr Stock Plan Executive services Representative, they provided support and assistance to clients in managing their stock plans. Krista later became a Sr. Client Service Manager, where they built and maintained relationships with internal and external business partners, oversaw plan transactions, and resolved escalations. From 2016 to 2021, Krista served as the Director, Executive Services Officer, responsible for educating and advising senior leaders on optimizing their stock benefits. Krista is currently the Director, Corporate & Executive Giving Relationship Manager at Fidelity Charitable®, where they maintain relationships with corporate clients in order to facilitate charitable giving.

Krista Glatthaar, CEP, has pursued their education at Northern Kentucky University. However, specific details regarding their degree name and field of study are not available. In addition to their education, Krista Glatthaar has achieved the Certified Equity Professional certification from Santa Clara University in 2006.