Robert Cruz's Location
Plano, TX, US
Robert Cruz's Work
- Financial Consultant @ Fidelity Investments
- Workplace Planning Consultant @ Fidelity Investments
- Executive Vice President, Managing Director @ Financial Fitness for Life
- Director, Retirement Consultant @ Allianz Global Investors
- VP, Defined Contribution Consultant @ BlackRock
- Institutional Advisor @ AllianceBernstein
- Retirement Plan Wholesaler @ John Hancock Investment Management
- Financial Institution Wholesaler @ Invesco US
- Sales Service Representative @ USAA
Robert Cruz's Education
- University at Buffalo
Bachelor of Business Administration (B.B.A.) (International Business)
1991 - 1993 - The University of Texas at Austin
(Business, Management, Marketing, and Related Support Services)
1990 - 1991 - Oklahoma State University
(Business, Management, Marketing, and Related Support Services)
1989 - 1990
Robert Cruz's Skills
- Retirement
- Mutual Funds
- 401k
- Defined Benefit
- Series 63
- Series 7
- Investments
- Asset Allocation
- Retirement Planning
- Defined Contribution
Robert Cruz's Summary
Robert Cruz, based in Plano, TX, US, is currently a Financial Consultant at Fidelity Investments, bringing experience from previous roles at Fidelity Investments, Financial Fitness for Life, Allianz Global Investors and BlackRock. Robert Cruz holds a 1991 - 1993 Bachelor of Business Administration (B.B.A.) in International Business @ University at Buffalo. With a robust skill set that includes Retirement, Mutual Funds, 401k, Defined Benefit, Series 63 and more, Robert Cruz contributes valuable insights to the industry. Robert Cruz has 5 emails and 1 mobile phone number on RocketReach.
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