Bob Rogers Email & Phone Number
VP Financial Consultant @ Fidelity Investments
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Bob Rogers Location
- Cohasset, MA, US
Bob Rogers Work
- 2004 -now VP Financial Consultant @
- 2001 -2004 Financial Consultant @
- 1997 -2001 SVP Investment Research @ Christiani Partners
- 1993 -1997 Internal Wholesaler @
Bob Rogers Education
- Suffolk University - Sawyer School of Management
Master of Business Administration (MBA) (Business Administration and Management, General)
2004-2006 - Plymouth Carver High School
Bob Rogers Skills
- Mutual Funds
- Wealth Management
- Financial Services
- Investments
- Series 7
- Portfolio Management
- Business Analysis
- Relationship Management
- Financial Analysis
- Risk Management
- Series 63
- Equities
- Process Improvement
- Banking
- Management
- Strategic Financial Planning
- Retirement Planning
- Fixed Income
- Asset Management
- Finance
- Asset Allocation
- Securities
- Retirement
- Investment Advisory
- Alternative Investments
- PowerPoint
- Strategic Planning
- Strategy
Bob Rogers Summary
- Bob Rogers, based in Cohasset, MA, US, is currently a VP Financial Consultant at Fidelity Investments. Bob Rogers brings experience from previous roles at A.G. Edwards & Sons, Inc., Christiani Partners and Putnam Investments. Bob Rogers holds a 2004 - 2006 Master of Business Administration (MBA) in Business Administration and Management, General @ Suffolk University - Sawyer School of Management. With a robust skill set that includes Mutual Funds, Wealth Management, Financial Services, Investments, Series 7 and more. Bob Rogers has 1 mobile phone numbers on RocketReach.
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