Vice President, Retention Executive At Fidelity Investments
Current
Mar 2022 - Present
AeroLeads people directory · profile
Rob Taft Email & Phone Number
Vice President, Retention Executive at Fidelity Investments
at
Fidelity Investments
1 work email found
@fidelity.com
2 phones found area 617
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Vice President, Retention Executive at Fidelity Investments
Location
Greater Boston, United States, United States
Company size
Who is Rob Taft? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Rob Taft is listed as Vice President, Retention Executive at Fidelity Investments at Fidelity Investments, a company with 52767 employees, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at fidelity.com, phone signal with area code 617, and a matched LinkedIn profile for Rob Taft.
Rob Taft previously worked as Senior Director, Product and Service Consultant at Fidelity Investments and Director, Proposal Services at Fidelity Investments. Rob Taft holds Bachelor Of Science (Bs), Business Administration And Management, General from Framingham State University.
Company email context
Email format at Fidelity Investments
This section adds company-level context without repeating Rob Taft's masked contact details.
{first}.{last}@fidelity.com
89% confidence
AeroLeads found 1 current-domain work email signal for Rob Taft. Compare company email patterns before reaching out.
Profile bio
About Rob Taft
Rob Taft is a Vice President, Retention Executive at Fidelity Investments at Fidelity Investments. He possess expertise in proposal writing, series 63, financial services, series 7, project management and 6 more skills.
Listed skills include Proposal Writing, Series 63, Financial Services, Series 7, and 7 others.
Current workplace
Rob Taft's current company
Company context helps verify the profile and gives searchers a useful next step.
Fidelity Investments
5 roles
Rob Taft work experience
A career timeline built from the work history available for this profile.
Senior Director, Product And Service Consultant
Current
May 2019 - Present
Director, Proposal Services
Current
Feb 2014 - Present
Senior Proposal Consultant
- Primary Responsibilities
- Analyze proposal/presentation requirements with project team and develop strategy plan appropriate for project requirements
- Work with project team and other business partners to strategically position project content to specific needs of prospects/clients and research appropriate project responses
- Assume overall responsibility for proposal/presentation activities such as: planning, organizing timeline and project deliverables
- Ensure any custom or newly created content meets legal and compliance requirements
- Stay current with product and regulatory enhancements and apply this knowledge when responding to requests
Jun 2010 - Feb 2014
Retirement Solutions Representative
Jan 2007 - Jun 2010
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
AZ
Amruta Zirli
Colleague at Fidelity Investments
Karnataka, India, India
View →
RD
Rita Dicenso
Colleague at Fidelity Investments
Chelsea, Massachusetts, United States, United States
View →
KY
Karrie Young
Colleague at Fidelity Investments
Cincinnati Metropolitan Area, United States
View →
KB
Kristina Besstchetnaya
Colleague at Fidelity Investments
Las Vegas Metropolitan Area, United States
View →
CS
Caty Smith
Colleague at Fidelity Investments
Boston, Massachusetts, United States, United States
View →
SV
Sheila Vasquez
Colleague at Fidelity Investments
Lake Dallas, Texas, United States, United States
View →
AL
Anthony Lees
Colleague at Fidelity Investments
Acton, Massachusetts, United States, United States
View →
SJ
Sheryce Jacobs
Colleague at Fidelity Investments
Argyle, Texas, United States, United States
View →
CS
Christopher Spellman
Colleague at Fidelity Investments
Pembroke, Massachusetts, United States, United States
View →
JB
Jonathan Baulch
Colleague at Fidelity Investments
Raleigh, North Carolina, United States, United States
View →
Amruta Zirli
Colleague at Fidelity Investments
Karnataka, India, India
View →
RD
Rita Dicenso
Colleague at Fidelity Investments
Chelsea, Massachusetts, United States, United States
View →
KY
Karrie Young
Colleague at Fidelity Investments
Cincinnati Metropolitan Area, United States
View →
KB
Kristina Besstchetnaya
Colleague at Fidelity Investments
Las Vegas Metropolitan Area, United States
View →
CS
Caty Smith
Colleague at Fidelity Investments
Boston, Massachusetts, United States, United States
View →
SV
Sheila Vasquez
Colleague at Fidelity Investments
Lake Dallas, Texas, United States, United States
View →
AL
Anthony Lees
Colleague at Fidelity Investments
Acton, Massachusetts, United States, United States
View →
SJ
Sheryce Jacobs
Colleague at Fidelity Investments
Argyle, Texas, United States, United States
View →
CS
Christopher Spellman
Colleague at Fidelity Investments
Pembroke, Massachusetts, United States, United States
View →
JB
Jonathan Baulch
Colleague at Fidelity Investments
Raleigh, North Carolina, United States, United States
View →
2 education records
Rob Taft education
Bachelor Of Science (Bs), Business Administration And Management, General
Education record
Marlboro High School
FAQ
Frequently asked questions about Rob Taft
Quick answers generated from the profile data available on this page.
What company does Rob Taft work for?
Rob Taft works for Fidelity Investments.
What is Rob Taft's role at Fidelity Investments?
Rob Taft is listed as Vice President, Retention Executive at Fidelity Investments at Fidelity Investments.
What is Rob Taft's email address?
AeroLeads has found 1 work email signal at @fidelity.com for Rob Taft at Fidelity Investments.
What is Rob Taft's phone number?
AeroLeads has found 2 phone signal(s) with area code 617 for Rob Taft at Fidelity Investments.
Where is Rob Taft based?
Rob Taft is based in Greater Boston, United States, United States while working with Fidelity Investments.
What companies has Rob Taft worked for?
Rob Taft has worked for Fidelity Investments.
Who are Rob Taft's colleagues at Fidelity Investments?
Rob Taft's colleagues at Fidelity Investments include Amruta Zirli, Rita Dicenso, Karrie Young, Kristina Besstchetnaya, and Caty Smith.
How can I contact Rob Taft?
You can use AeroLeads to view verified contact signals for Rob Taft at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Rob Taft attend?
Rob Taft holds Bachelor Of Science (Bs), Business Administration And Management, General from Framingham State University.
What skills is Rob Taft known for?
Rob Taft is listed with skills including Proposal Writing, Series 63, Financial Services, Series 7, Project Management, Analysis, Project Planning, and Series 24.
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