Fidelity
Kaela Works is an experienced professional in the financial services and customer relations sectors, currently serving as a Wealth Management Service Specialist at Fidelity Investments since March 2022. Previously, Kaela held the position of Customer Relationship Advocate and Lead Teller at Texans Credit Union from August 2017 to March 2022, where responsibilities included cash management, compliance audits, sales promotion, and employee training. Earlier career experiences include a Part-time Sales Associate role at Bed Bath & Beyond and an Assistant Manager position at SONIC Drive-In, focusing on customer service, inventory management, and payroll processing. Kaela holds a Bachelor of Business Administration in Organizational Behavior and Human Resource Management from the University of North Texas, obtained in 2021.
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Fidelity
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Fidelity is a privately owned investment manager. It also provides IRAs, 401(k) rollovers, annuities, discount brokerage services, retirement services, estate planning, wealth management, securities execution and clearance, and life insurance services to its clients. Fidelity provides its services to individual investors, businesses, financial advisors, and institutions. It manages equity, fixed income, and balanced mutual funds. Fidelity invests in the public equity and fixed income markets across the globe. It conducts in-house research to make its investments. Fidelity operates as a subsidiary of FMR LLC. It began operation in 1946, with its headquarters in Boston in Massachusetts.