Jonathan Shaw

Client Service Implementation Representative III

Jonathan Shaw is an experienced associate analyst at Fidelity Investments, where responsibilities include managing transfers of assets and providing exceptional customer service in various financial capacities, particularly with Health Savings Accounts and 401(K) plans. Previous roles include customer service representation at Veritude, sales promotion at The Stage at The Star, and sales representation at J&J Gifts, demonstrating a strong background in customer engagement and support. Additionally, Jonathan has technical experience as a phlebotomist at Tricore Reference Laboratory. Jonathan pursued education at The University of New Mexico from 2008 to 2020.

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