Bobby Bergman Email & Phone Number
Planning Consultant @ Fidelity Investments
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Bobby Bergman Location
- Atlanta, GA, US
Bobby Bergman Work
- 2024 -now Planning Consultant @
- 2022 -2024 Senior Stock Plan Executive Services Specialist @
- 2021 -2022 Stock Plan Consultant @
- 2019 -2021 Small Business and Retirements Specialist @
- 2018 -2019 Equity Trader @
- 2017 -2018 Registered Representative @
- 2016 -2018 Client Relationship Manager @
- 2016 -2016 Financial Representative (Internship) @
Bobby Bergman Education
- Miami University
Bachelor's degree, Finance Major, Management & Leadership Minor (Finance Major, Management & Leadership Minor)
2012-2016 - Saint Xavier High School (Cincinnati) 2008-2012
Bobby Bergman Skills
- Leadership
- Management
- Project Management
- Courts
- Marketing
- Finance
- Sales
- Sports Management
- Retirement
- Basic Web Design
- Archibus
Bobby Bergman Summary
- Bobby Bergman, based in Atlanta, GA, US, is currently a Planning Consultant at Fidelity Investments. Bobby Bergman brings experience from previous roles at Fidelity Investments. Bobby Bergman holds a 2012 - 2016 Bachelor's degree, Finance Major, Management & Leadership Minor in Finance Major, Management & Leadership Minor @ Miami University. With a robust skill set that includes Leadership, Management, Project Management, Courts, Marketing and more. Bobby Bergman has 1 emails and 1 mobile phone numbers on RocketReach.
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