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
- Vice President, Executive Planning Consultant @ (January 2007 - Present)
- Retirement Planning Consultant @ (December 2003 - January 2007)
- Investments Representative @ (August 2000 - December 2003)
Rick Robichaud Education
- University of Massachusetts Lowell
Finance (General)
1986-1990
Rick Robichaud Skills
- 401k
- Asset Allocation
- Asset Management
- Banking
- Bonds
- Business Analysis
- Coaching
- Cross-functional Team Leadership
- Equities
- FINRA
- Financial Analysis
- Financial Modeling
- Financial Services
- Integration
- Investment Advisory
- Investments
- Leadership
- Management
- Mutual Funds
- Operations Management
- Portfolio Management
- Process Improvement
- Program Management
- Project Management
- Relationship Management
- Retirement Planning
- Risk Management
- Securities
- Series 63
- Series 7
- Team Building
- Uniform Combined State Law
- Wealth Management
- 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 Finance in General @ University of Massachusetts Lowell. With a robust skill set that includes 401k, Asset Allocation, Asset Management, Banking, Bonds and more. Rick Robichaud has 1 mobile phone numbers on RocketReach.
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