The Client Services team at Fidelity Charitable® is dedicated to providing exceptional support and guidance to donors in their philanthropic journeys. This team assists clients with inquiries related to their donor-advised funds, facilitates the grant-making process, and ensures a seamless experience for individuals and organizations seeking to maximize their charitable impact. Through personalized service and expertise, the Client Services team plays a vital role in promoting effective and accessible charitable giving.
Ben A.
Client Services Representative
Cap® Leah Shay
Relationship Manager
Christopher Vaughan
Client Service Representative
Clint Holloway
Client Service Representative
Desiree Rivera
Sr. Premium Service Accounts M...
Diana Brulet
Senior Premium Services Accoun...
Genesis R.
Grants Senior Analyst
Jacqueline Onyango
Client Services Representative
Krista Glatthaar Cep
Director, Corporate & Executiv...
Paula Medrano
Client Services Analyst
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