Ultra HNW Client Consultant @ (February 2022 - June 2024)
High Net Worth Client Consultant @ (March 2021 - February 2022)
Account Transition Specialist @ (November 2019 - March 2021)
Operations Specialist @ (December 2018 - November 2019)
Operations Analyst @ (August 2017 - December 2018)
Tax Professional @ (December 2016 - April 2017)
Chief Financial Officer @ (September 2015 - December 2015)
Robert Christiansen Education
Brigham Young University - Idaho
Bachelor's Degree Business Management (- Finance & Marketing)
2013-2017
Robert Christiansen Skills
Collaborative Problem Solving
Critical Thinking
Customer Relationship Management (CRM)
Customer Service
Editing
Fixed Income
Investments
Leadership
Microsoft Excel
Microsoft Office
Microsoft Word
Piano Playing
PowerPoint
Public Speaking
Research
Social Networking
Teaching
Team Building
Teamwork
Time Management
Visual Basic
Writing
Social Media
Event Planning
Data Processing
Facebook
Marketing
Visual Basic for Applications Vba
Robert Christiansen Summary
Robert Christiansen, based in Salt Lake City, UT, US, is currently a Director, Retirement Planner at Fidelity Investments. Robert Christiansen brings experience from previous roles at Fidelity Investments and Vanguard. Robert Christiansen holds a 2013 - 2017 Bachelor's Degree Business Management in - Finance & Marketing @ Brigham Young University - Idaho. With a robust skill set that includes Collaborative Problem Solving, Critical Thinking, Customer Relationship Management (CRM), Customer Service, Editing and more. Robert Christiansen has 1 emails and 1 mobile phone numbers on RocketReach.
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