Bobby Bergman Email and Phone Number
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Since graduating from Miami University in 2016, I’ve spent my career in financial services; first with a holistic financial planning boutique for 2 years and since then with my current employer Fidelity Investments where I’ve worked as an equity trader, small business retirement specialist and presently as a stock plan consultant. I have focused on deepening my knowledge working primarily with investment products and insurance. While I am not actively seeking opportunities outside of Fidelity I am open minded on opportunities to further my career in the industry. If you have interest in any opportunities within Fidelity I’d be happy to get to know you and give a recommendation if you’re a good fit. Conversely, please do not message me with any job opportunities of your own unless they are relevant to my field and are with established companies.
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 52767
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Planning ConsultantFidelity Investments May 2024 - PresentBuckhead, Georgia, United States
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Senior Stock Plan Executive Services SpecialistFidelity Investments Jul 2022 - May 2024Covington, Kentucky, United StatesWhile continuing many of the same responsibilities as the stock plan consultant role the executive service team specializes with execs, directors, and other insiders of Fidelity’s publicly traded clients. We ensure exceptional service is being delivered to our highest profile participants. We assist them with regard to their unique needs surrounding their stock awards and the regulatory & compliance requirements that impact them from both a governmental and company policy perspective.
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Stock Plan ConsultantFidelity Investments Aug 2021 - Jul 2022Covington, Kentucky, United StatesI helped company stock plan participants for a wide range of Fidelity clients with their equity compensation awards (plans include SOPs, ESPPs, RSUs, SARs etc..) Secondly as a consultant I sought to unlock solutions for participants regarding their plans and open up conversations to discover their wider financial picture and needs. Was among the top performers of my team in being able to set planning appointments for our other advisory functions and converting company participants into being full retail clients of Fidelity themselves.
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Small Business / Retirements SpecialistFidelity Investments Jul 2019 - Aug 2021Covington, KyAs a retirement specialist I would consult mostly with small business owners on retirement planning opportunities and servicing Fidelity’s variety of retirement plan offerings. I also provided support and education for other fidelity functions, branch consultants, and clients with complex retirement related issues.
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Equity TraderFidelity Investments Sep 2018 - Jul 2019Covington, KentuckyAfter acquiring my series 7 license and intensive training, I've become a fully licensed equity trader on Fidelity's Personal Investing Services team. I conduct a wide range of service related functions from account maintenance to financial education and real time equity trades. I work with a team of 15 individuals focused on providing consistent, efficient, and excellent service in our interactions with clients.
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Registered RepresentativePark Avenue Securities Jul 2017 - Oct 2018Cincinnati AreaWhile working with LFG I represented Guardian Life Insurance’s securities subsidiary Park Avenue Securities. As a registered representative I obtained my series 6 securities license and worked as a broker offering investment solutions as a part of our broader financial planning services. -
Client Relationship ManagerLifetime Financial Growth Dec 2016 - Sep 2018419 Plum Street Cincinnati, OhAs a client relationship manager on the Vivum team of LFG, I help empower young professionals to make informed financial decisions. We do this through education, helping our clients organize moving pieces of their financial world, and working with them to create individualized strategies to accomplish their goals. Our holistic approach to financial planning has helped clients enjoy more wealth, pay less in taxes, reduce risk, and ultimately enable them to take control of their financial futures. -
Financial Representative (Internship)Western & Southern Financial Group May 2016 - Aug 2016West Chester, OhWestern & Southern Financial Group is a Fortune 500 company headquartered in Cincinnati, Ohio that deals in insurance, investments, and retirement planning. I was appointed through W&S as an independent financial representative and became a licensed agent of life, accident, and health insurance in the state of Ohio. Job functions included prospecting clients, scheduling and conducting client appointments, fact finding, generating individualized financial reports through Advysis software, and making product recommendations for sale.
Bobby Bergman Education Details
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Finance Major, Management & Leadership Minor -
Saint Xavier High School (Cincinnati)
Frequently Asked Questions about Bobby Bergman
What company does Bobby Bergman work for?
Bobby Bergman works for Fidelity Investments
What is Bobby Bergman's role at the current company?
Bobby Bergman's current role is Planning Consultant at Fidelity Investments.
What is Bobby Bergman's email address?
Bobby Bergman's email address is bo****@****wth.com
What is Bobby Bergman's direct phone number?
Bobby Bergman's direct phone number is +151370*****
What schools did Bobby Bergman attend?
Bobby Bergman attended Miami University, Saint Xavier High School (Cincinnati).
Who are Bobby Bergman's colleagues?
Bobby Bergman's colleagues are Sai Eswar Nookala, Andrew Kenkel, Matthew Aizenman, Jacqueline Kwan, Crpc®, Nathaniel Roberts, Jacob Godwin, Mark Flanagan.
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