Joseph Roberto Email
Investment Solutions Representative @ Fidelity Investments
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Joseph Roberto Location
- United States
Joseph Roberto Work
- 2026 - now Investment Solutions Representative @
- 2023 - 2026 401k Workplace Planning Consultant @
- 2022 - 2023 Service Solutions Specialist @
- 2021 - 2021 Associate Financial Consultant @
- 2021 - 2021 Client Relationship Specialist @
- 2020 - 2021 Premier Banker @
- 2017 - 2019 Private Client Banker @
- 2016 - 2017 Relationship Banker @
- 2013 - 2016 Business Owner @ Rocky Roberto’s Carpet Cleaning
- 2010 - 2011 Personal Banker @
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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