Fidelity
Zachary Bellamy is an experienced leader in client services, currently serving as the Director, Onboarding Leader at Fidelity Investments since November 2021. In this role, Zachary collaborates with the Personal Investing Regional Center leadership and onboarding teams to ensure effective onboarding of new hires and addresses complex requests from business partners and Talent Acquisition. Previously, Zachary held multiple positions at Wells Fargo from December 2009 to November 2021, including Branch Manager III/Vice President, where responsibilities encompassed team training and performance management to enhance customer satisfaction and relationship growth. Earlier roles in the organization included Service Manager, Personal Banker, and Teller, all focusing on customer relationship building and team development. Zachary holds a Bachelor's Degree in Business/Corporate Communications from the University of Utah.
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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.