Robert Rosenfeld Email & Phone Number
Director, Analytics and Insights at Fidelity Investments @ Fidelity Investments
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Robert Rosenfeld Location
- Sanford, NC, US
Robert Rosenfeld Work
- 2024 -now Director, Analytics and Insights at Fidelity Investments @
Robert Rosenfeld Education
- Southern New Hampshire University
Master of Science (M.S.) (Data Analytics)
2016-2018 - DeVry University
Bachelor's of Science Degree (Finance and Financial Management Services)
2008-2012
Robert Rosenfeld Skills
- Financial Services
- Banking
- Micros
- Hospitality Industry
- Capital Markets
- Alternative Investments
- Estate Planning
- Customer Experience
- Cash Management
- Fixed Annuities
- Fixed Income
- Indexed Annuities
- Retirement Planning
- Customer Retention
- Series 3
- Portfolio Management
- Data Analysis
- Qlik Sense
- Business Analysis
- Relationship Management
- Variable Annuities
- NMLS Licensed
- Tableau
- Asset Allocation
- Series 66
- Equity Indexed Annuities
- Series 4
- Statistical Data Analysis
- Series 55
- Life Insurance
- Mutual Funds
- Futures
- Cold Calling Experience
- Margin
- FINRA
- High Net Worth Individuals
- Investment Strategies
- Microsoft Excel
- AWS
- Customer Service
- Long Term Care Insurance
- SQL
- Private Equity
- Python
- Client Presentation
- ETFs
- Sales Presentations
- Call Centers
- Written and Oral Presentation Skills
- Options
- Presentations
- Series 7
- Securities
- Investment Management
Robert Rosenfeld Summary
- Robert Rosenfeld, based in Sanford, NC, US, is currently a Director, Analytics and Insights at Fidelity Investments at Fidelity Investments. Robert Rosenfeld holds a 2016 - 2018 Master of Science (M.S.) in Data Analytics @ Southern New Hampshire University. With a robust skill set that includes Financial Services, Banking, Micros, Hospitality Industry, Capital Markets and more. Robert Rosenfeld has 1 emails and 1 mobile phone numbers on RocketReach.
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