Bruce Martin Email & Phone Number
Managing Director @ Fidelity Investments
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Bruce Martin Location
- Roanoke, TX, US
Bruce Martin Work
- 2016 -now Managing Director @
- 2007 -2016 Vice President, Relationship Management @
- 2001 -2006 Senior Relationship Manager @
- 2000 -2001 Relationship Manager @
- 1999 -2000 Client Manager @
- 1997 -1999 Retirement Specialist @
- 1996 -1997 Investment Representative @
- 1992 -1996 Insurance Agent @ Self employed- insurance
Bruce Martin Education
- Texas A&M University
BBA (Finance)
1987-1991 - Sam Houston State University 1984-1987
Bruce Martin Skills
- Qualified Retirement Plans
- Defined Contribution
- 401(k) Retirement Savings Plans
- Supervisory Management
- Team Management
- Investments
- IRAs
- Series 26
- Series 24
- Series 7
- Series 6
- Series 63
- FINRA
- Mutual Funds
- 401k
- Securities
- Financial Services
- Wealth Management
- Retirement Planning
- Retirement Plan Consulting
- Relationship Management
- ERISA
- Strategic Planning
- Customer Service
- Microsoft Office
- Team Building
- 401k Retirement Savings Plans
- Business Development
- Microsoft Excel
- Leadership
- Program Management
- 401 Retirement Savings Plans
Bruce Martin Summary
- Bruce Martin, based in Roanoke, TX, US, is currently a Managing Director at Fidelity Investments. Bruce Martin brings experience from previous roles at Fidelity Investments. Bruce Martin holds a 1987 - 1991 BBA in Finance @ Texas A&M University. With a robust skill set that includes Qualified Retirement Plans, Defined Contribution, 401(k) Retirement Savings Plans, Supervisory Management, Team Management and more. Bruce Martin has 2 emails and 2 mobile phone numbers on RocketReach.
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