Bob Boudreau Email & Phone Number
Retirement Specialist @ Fidelity Investments
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Bob Boudreau Location
- Amherst, NH, US
Bob Boudreau Work
- now Retirement Specialist @
Bob Boudreau Education
- Plymouth State University
BS (Business Administration)
1975-1980
Bob Boudreau Skills
- Retirement
- Retirement Planning
- Asset Allocation
- Series 63
- Mutual Funds
- 401k
- Financial Services
- Series 7
- Investments
- Uniform Combined State Law
- Leadership
- Series 6
- Wealth Management
- Portfolio Management
- Risk Management
- Customer Service
- Relationship Management
- Mergers and Acquisitions
- Pensions
- Investment Advisory
- Financial Analysis
- Investment Strategies
- Securities
- IRAs
- Strategic Financial Planning
- Fixed Annuities
- Business Planning
Bob Boudreau Summary
- Bob Boudreau, based in Amherst, NH, US, is currently a Retirement Specialist at Fidelity Investments. Bob Boudreau holds a 1975 - 1980 BS in Business Administration @ Plymouth State University. With a robust skill set that includes Retirement, Retirement Planning, Asset Allocation, Series 63, Mutual Funds and more. Bob Boudreau has 2 emails and 2 mobile phone numbers on RocketReach.
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