Caroline Roach is an experienced customer representative currently working as an SME Loan professional in the SPS Product division at Fidelity Investments. Previously, Caroline held various roles at Fidelity, including SPS III - Proactive Engagement Consultant, where they engaged with stock plan participants and provided in-depth analysis sessions on equity awards. Caroline also served as an SPS II - Stock Plan Consultant, addressing clients' financial goals, and began their journey at Fidelity as a Customer Relationship Advocate after earning licenses to become a registered stockbroker. Caroline holds a Bachelor's degree in Environmental Studies and Geography from the University of North Carolina at Chapel Hill.
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