Nathan Roderick, Cfp®

Nathan Roderick, Cfp® Email and Phone Number

Planning Consultant at Fidelity Investments @ Fidelity Investments
Nathan Roderick, Cfp®'s Location
Salt Lake City Metropolitan Area, United States, United States
Nathan Roderick, Cfp®'s Contact Details

Nathan Roderick, Cfp® work email

Nathan Roderick, Cfp® personal email

n/a
About Nathan Roderick, Cfp®

Nathan Roderick, Cfp® is a Planning Consultant at Fidelity Investments at Fidelity Investments. He possess expertise in microsoft office, customer service, leadership, public speaking.

Nathan Roderick, Cfp®'s Current Company Details
Fidelity Investments

Fidelity Investments

View
Planning Consultant at Fidelity Investments
Website:
fidelity.com
Employees:
10
Company email:
Johrenk7@gmail.com
Nathan Roderick, Cfp® Work Experience Details
  • Fidelity Investments
    Planning Consultant
    Fidelity Investments Aug 2024 - Present
    Boston, Ma, Us
    View
  • Fidelity Investments
    Investment Solutions Representative Iii
    Fidelity Investments Feb 2024 - Aug 2024
    Boston, Ma, Us
    View
  • Fidelity Investments
    Investment Solutions Representative Ii
    Fidelity Investments Jul 2023 - Mar 2024
    Boston, Ma, Us
    View
  • Fidelity Investments
    Investment Solutions Representative
    Fidelity Investments Aug 2022 - Mar 2024
    Boston, Ma, Us
    Help provide advice for our clients personal accounts and consolidate their assets into the firm.
    View
  • Fidelity Investments
    Customer Relationship Advocate
    Fidelity Investments Jun 2021 - Aug 2022
    Boston, Ma, Us
    View
  • Hdm Capital
    Asset Management Analyst
    Hdm Capital Jul 2019 - Jun 2021
    San Diego, Ca, Us
    View

Nathan Roderick, Cfp® Skills

Microsoft Office Customer Service Leadership Public Speaking

Nathan Roderick, Cfp® Education Details

  • Utah Valley University
    Utah Valley University
    Masters Of Financial Planning And Analytics
  • University Of Utah - David Eccles School Of Business
    University Of Utah - David Eccles School Of Business
    Finance

Frequently Asked Questions about Nathan Roderick, Cfp®

What company does Nathan Roderick, Cfp® work for?

Nathan Roderick, Cfp® works for Fidelity Investments

What is Nathan Roderick, Cfp®'s role at the current company?

Nathan Roderick, Cfp®'s current role is Planning Consultant at Fidelity Investments.

What is Nathan Roderick, Cfp®'s email address?

Nathan Roderick, Cfp®'s email address is na****@****fmr.com

What schools did Nathan Roderick, Cfp® attend?

Nathan Roderick, Cfp® attended Utah Valley University, University Of Utah - David Eccles School Of Business.

What skills is Nathan Roderick, Cfp® known for?

Nathan Roderick, Cfp® has skills like Microsoft Office, Customer Service, Leadership, Public Speaking.

Who are Nathan Roderick, Cfp®'s colleagues?

Nathan Roderick, Cfp®'s colleagues are Savanna Smith, Jason Thurman, Deirdre Cunningham, Naresh Methuku, Jamie C. Curcio, Allison Grow, Carl Falvey.

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