The Client Services Team at Fidelity Charitable® serves as the primary point of contact for donors, assisting with a wide range of inquiries and transactions related to their donor-advised funds. The team ensures a high level of customer satisfaction by providing knowledgeable, timely support, addressing account management needs, guiding donors through the giving process, and resolving any issues efficiently. Their goal is to enhance the overall donor experience and facilitate philanthropic efforts.
Ben A.
Client Services Representative
Brenna Casella Smith
Client Service Management Repr...
Christopher Vaughan
Client Service Representative
Clint Holloway
Client Service Representative
Jacqueline Onyango
Client Services Representative
Jonathan Ferrel
Client Service Management Repr...
Kathleen Abia
Client Services Representative
Liz K.
Client Services Representative
Paula Medrano
Client Services Analyst
Shakeita Thorne
Client Service Management Repr...
Stephen Harris
Client Services Management Rep...
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