Joey Santos has a diverse background in client service and management within the financial and retail sectors. Currently, Joey serves as a Central Relationship Manager at Fidelity Investments, a position held since July 2024, following experience as a High Net Worth Client Service Associate from October 2022 to July 2024. Previous roles at Vanguard included High Net Worth Client Consultant, Retirement Services Representative, and Brokerage Investment Specialist. Earlier experience includes operations staff at UConn Recreational Services, a management trainee intern and subsequently a management trainee and assistant manager at Enterprise Rent-A-Car, and department manager at The Fresh Market. Additionally, Joey worked as a Licensed Customer Experience Representative at Robinhood from November 2021 to August 2022.
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