Rick Robichaud Email & Phone Number
Vice President, Executive Planning Consultant @ Fidelity Investments
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Rick Robichaud Location
- New Ipswich, NH, US
Rick Robichaud Work
- 2007 -now Vice President, Executive Planning Consultant @
- 2003 -2007 Retirement Planning Consultant @
- 2000 -2003 Investments Representative @
Rick Robichaud Education
- University of Massachusetts at Lowell
(Finance, General)
1986-1990
Rick Robichaud Skills
- Equities
- Process Improvement
- Mutual Funds
- Program Management
- Team Building
- Integration
- Asset Allocation
- Series 7
- Project Management
- Cross-functional Team Leadership
- Leadership
- Operations Management
- Financial Services
- Banking
- Wealth Management
- Relationship Management
- Series 63
- Coaching
- Asset Management
- Retirement Planning
- FINRA
- Business Analysis
- Portfolio Management
- Investments
- Management
- Bonds
- Financial Analysis
- Uniform Combined State Law
- 401k
- Risk Management
- Financial Modeling
- Investment Advisory
- Securities
- Cross Functional Team Leadership
- Services
Rick Robichaud Summary
- Rick Robichaud, based in New Ipswich, NH, US, is currently a Vice President, Executive Planning Consultant at Fidelity Investments. Rick Robichaud brings experience from previous roles at Fidelity Investments. Rick Robichaud holds a 1986 - 1990 University of Massachusetts at Lowell. With a robust skill set that includes Equities, Process Improvement, Mutual Funds, Program Management, Team Building and more. Rick Robichaud has 1 mobile phone numbers on RocketReach.
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