Suzanne Rogers Email & Phone Number
Senior Vice President @ Fidelity Investments
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Suzanne Rogers Location
- San Diego, CA, US
Suzanne Rogers Work
- 2018 -now Senior Vice President @
- 2007 -now Vice President, Managing Director @
- 2005 -2007 Regional Account Director @
- 2002 -2005 Vice President, Relationship Manager @
- 2000 -2002 Vice President, Relationship Manager @ Scudder Investments
- 1998 -2000 Regional Account Manager @
- 1998 -1998 Consultant to Pilgrim America on acquisition of Nicholas Applegate Retirement plans @ Independent consultant
- 1996 -1998 Retirement Sales internal wholesaler @ Nicholas Applegate
Suzanne Rogers Education
- University of Hawaii at Manoa
BA (Professional Studies - Economics and Accounting)
1989-1992
Suzanne Rogers Skills
- Financial Planning
- Insurance
- Mergers
- Risk Management
- Asset Allocation
- Account Management
- Client Relationship Building
- Retirement Plans
- Public Sector
- Strategic Consulting
- Retirement Planning
- Mergers & Acquisitions
- Financial Services
- Strategic Financial Planning
- CRM
- Management
- Retirement
- Series 7
- Series 63
- Mutual Funds
- 401(k) Retirement Savings Plans
- Investments
- Business Development
- 401k Retirement Savings Plans
- Mergers and Acquisitions
- PowerPoint
- Sales Management
- Sales
- 401 Retirement Savings Plans
Suzanne Rogers Summary
- Suzanne Rogers, based in San Diego, CA, US, is currently a Senior Vice President at Fidelity Investments. Suzanne Rogers brings experience from previous roles at Fidelity Investments, John Hancock Life Insurance Company (U.S.A.), Deutsche Bank and Scudder Investments. Suzanne Rogers holds a 1989 - 1992 BA in Professional Studies - Economics and Accounting @ University of Hawaii at Manoa. With a robust skill set that includes Financial Planning, Insurance, Mergers, Risk Management, Asset Allocation and more. Suzanne Rogers has 2 emails and 3 mobile phone numbers on RocketReach.
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