Joseph Roberto Email
Investment Solutions Representative @ Fidelity Investments
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Joseph Roberto Location
- United States
Joseph Roberto Work
- Investment Solutions Representative @ (March 2026 - Present)
- 401k Workplace Planning Consultant @ (September 2023 - February 2026)
- Service Solutions Specialist @ (January 2022 - September 2023)
- Associate Financial Consultant @ (October 2021 - December 2021)
- Client Relationship Specialist @ (March 2021 - October 2021)
- Premier Banker @ (April 2020 - March 2021)
- Private Client Banker @ (September 2017 - November 2019)
- Relationship Banker @ (August 2016 - September 2017)
- Business Owner @ Rocky Roberto’s Carpet Cleaning (March 2013 - August 2016)
- Personal Banker @ (June 2010 - December 2011)
Joseph Roberto Education
- University of Phoenix
Bachelor's degree (Accounting)
2006-2009
Joseph Roberto Skills
- Financial Services
- Sales
- Customer Relationship Management (CRM)
- Life Insurance
- Investments
Joseph Roberto Summary
- Joseph Roberto, based in United States, is currently a Investment Solutions Representative at Fidelity Investments. Joseph Roberto brings experience from previous roles at Fidelity Investments and Charles Schwab. Joseph Roberto holds a 2006 - 2009 Bachelor's degree in Accounting @ University of Phoenix. With a robust skill set that includes Financial Services, Sales, Customer Relationship Management (CRM), Life Insurance, Investments and more. Joseph Roberto has 2 emails on RocketReach.
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