Corey Zamora

Analyst, Tax Services Department, Fidelity Investments

Corey Zamora is an analyst for the Tax Services Department at National Financial Services (Fidelity) and has over 18 years of experience in the financial services industry.  Corey’s financial career began with Charles Schwab at a retail operations center performing a wide variety of operational functions.  His career path in analysis began when he joined TIAA-CREF in 2005 where he supported the mainframe conversions of insurance products and the development of new processes under the new platform. Corey joined National Financial Services in 2011 as a member Tax Services and has since focused on the development and enhancement of Fidelity’s transfer of cost basis process.   He supports all ACAT and Non-ACAT transfer types across all lines of business at Fidelity.  Corey is an active member of the SIFMA Cost Basis Working Group, and holds his FINRA Series 7 license.