Chase Greeson

Chase Greeson has diverse experience in customer service and financial planning roles. At Fidelity Investments, Chase served as a Customer Relationship Advocate, conducting training for securities licensing exams before transitioning to a Planning Consultant, where support was provided to advisors and high-net-worth clients. Chase also worked as a Relationship Manager, addressing complex client needs within the Investor Center in Ballantyne, NC. Prior experience includes various positions at Target, where responsibilities encompassed cashiering and customer service, and an internship at Harris Teeter focused on data analysis. Chase's internship at Pendo.io involved payroll processing for employees in the US and Canada. Educationally, Chase attended both Wake Technical Community College and North Carolina State University, pursuing studies in business administration and finance.