AeroLeads people directory · profile
Alec Robertson Email & Phone Number
Customer Relationship Advocate
at
Fidelity Investments
1 work email found
@vectormarketing.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Customer Relationship Advocate
Location
Cincinnati, Ohio, United States
Who is Alec Robertson? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Alec Robertson is listed as Customer Relationship Advocate at Fidelity Investments, based in Cincinnati, Ohio, United States. AeroLeads shows a work email signal at vectormarketing.com and a matched LinkedIn profile for Alec Robertson.
Alec Robertson previously worked as Client Service Intern at Fidant Wealth Partners, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc. and Sales Representative at Vector Marketing. Alec Robertson holds Bachelor Of Business Administration - Bba, Finance, General, 3.0 from University Of Cincinnati Carl H. Lindner College Of Business.
Company email context
Email format at Fidelity Investments
This section adds company-level context without repeating Alec Robertson's masked contact details.
{first}@vectormarketing.com
86% confidence
AeroLeads found 1 current-domain work email signal for Alec Robertson. Compare company email patterns before reaching out.
Profile bio
About Alec Robertson
As a finance student at the University of Cincinnati, I am eager to apply my academic knowledge and skills to real-world challenges and opportunities. I am expected to graduate in April 2025 with a Bachelor of Business Administration in Finance with a minor in Entrepreneurship.I currently have a focus in financial planning and am enrolled in the CFP sub-let plan at the University of Cincinnati, taking classes tailored to financial planning. I plan to take the SIE before graduation as well as the CFP exam upon graduation. I am passionate about finance, wealth management, and personal finance. I am a quick learner, a team player, and a self-starter who can adapt to different situations and environments.
Current workplace
Alec Robertson's current company
Company context helps verify the profile and gives searchers a useful next step.
3 roles
Alec Robertson work experience
A career timeline built from the work history available for this profile.
Client Service Intern
Current- Prepare presentations and report summaries for financial advisors with the use of E-Meeting.
- Use CRM to serve clients through scheduling meetings, requesting statements, completing money movements, answering client questions, and updating client information.
- Complete managed account annual review forms for financial advisors.
- Create reports comparing retirement accounts to our model portfolios and creating suggestions through the use of Morningstar.
- Calculate inherited RMDs with the use of Brentmark software.
Apr 2024 - Present
Sales Representative
- Sold approximately $4,000 of product within a month through virtual one-on-one appointments with customers.
- Gained clients mainly through referral system.
- Scheduled meetings in advance to best fit the customers schedule, strengthening my time management, communication, and interpersonal skills.
Jan 2022 - Mar 2022
1 education record
Alec Robertson education
FAQ
Frequently asked questions about Alec Robertson
Quick answers generated from the profile data available on this page.
What company does Alec Robertson work for?
Alec Robertson works for Fidelity Investments.
What is Alec Robertson's role at Fidelity Investments?
Alec Robertson is listed as Customer Relationship Advocate at Fidelity Investments.
What is Alec Robertson's email address?
AeroLeads has found 1 work email signal at @vectormarketing.com for Alec Robertson at Fidelity Investments.
Where is Alec Robertson based?
Alec Robertson is based in Cincinnati, Ohio, United States while working with Fidelity Investments.
What companies has Alec Robertson worked for?
Alec Robertson has worked for Fidelity Investments, Fidant Wealth Partners, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc., and Vector Marketing.
How can I contact Alec Robertson?
You can use AeroLeads to view verified contact signals for Alec Robertson at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Alec Robertson attend?
Alec Robertson holds Bachelor Of Business Administration - Bba, Finance, General, 3.0 from University Of Cincinnati Carl H. Lindner College Of Business.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Alec Robertson you were looking for.
Alec Robertson
1 email domain
Alec Robertson
3 email domains
Alec Robertson
5 email domains
Alec Robertson
3 email domains