Robert Rosenfeld

Robert Rosenfeld Email and Phone Number

Director, Analytics and Insights at Fidelity Investments @ Fidelity Investments
Sanford, NC, US
Robert Rosenfeld's Location
Sanford, North Carolina, United States, United States
Robert Rosenfeld's Contact Details

Robert Rosenfeld work email

Robert Rosenfeld personal email

n/a
About Robert Rosenfeld

Trustworthy, collaborative, and forward-thinking Data Professional with experience in leadership, driving key initiatives and facilitating change. Highly adaptable professional with a record of success. Adept at communication, establishing expectations, monitoring progress, and delivering results. Influences leadership and culture while supporting business needs, progressing company objectives, building value proposition and scaling solutions.Databases (Hadoop, Oracle, AWS, Snowflake)Microsoft Office SuiteCoaching & MentorshipAgile MethodologiesCross-Functional CollaborationStrategy & PlanningPython (Analytics, Machine Learning)

Robert Rosenfeld's Current Company Details
Fidelity Investments

Fidelity Investments

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Director, Analytics and Insights at Fidelity Investments
Sanford, NC, US
Website:
fidelity.com
Employees:
83148
Robert Rosenfeld Work Experience Details
  • Fidelity Investments
    Director, Analytics And Insights At Fidelity Investments
    Fidelity Investments
    Sanford, Nc, Us
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  • Fidelity Investments
    Director, Analytics & Insights At Fidelity Investments
    Fidelity Investments Jan 2024 - Present
    Durham, North Carolina, United States
    Continuing to lead personalization efforts, focusing on enabling a better account selection and onboarding experience for prospects and customers through the enablement of data collection, enrichment, and connectivity across the customer lifecycle that can drive personalization and narrow our product storefront. Leading migration off legacy recommendation platform, moving to decoupled cloud architecture, that not only improves scoring, but also functionality and performance allowing us to continue to move head in providing personalized experiences to our customer base.
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Robert Rosenfeld Skills

Alternative Investments Estate Planning Customer Experience Cash Management Fixed Annuities Fixed Income Indexed Annuities Retirement Planning Customer Retention Series 3 Portfolio Management Data Analysis Qlik Sense Business Analysis Relationship Management Variable Annuities Nmls Licensed Tableau Asset Allocation Series 66 Equity Indexed Annuities Series 4 Financial Services Statistical Data Analysis Series 55 Life Insurance Mutual Funds Futures Cold Calling Experience Margin Finra High Net Worth Individuals Investment Strategies Microsoft Excel Aws Customer Service Long Term Care Insurance Sql Private Equity Python Client Presentation Etfs Sales Presentations Call Centers Written And Oral Presentation Skills Options Presentations Series 7 Securities Investment Management

Robert Rosenfeld Education Details

Frequently Asked Questions about Robert Rosenfeld

What company does Robert Rosenfeld work for?

Robert Rosenfeld works for Fidelity Investments

What is Robert Rosenfeld's role at the current company?

Robert Rosenfeld's current role is Director, Analytics and Insights at Fidelity Investments.

What is Robert Rosenfeld's email address?

Robert Rosenfeld's email address is ro****@****ity.com

What schools did Robert Rosenfeld attend?

Robert Rosenfeld attended Southern New Hampshire University, Devry University.

What skills is Robert Rosenfeld known for?

Robert Rosenfeld has skills like Alternative Investments, Estate Planning, Customer Experience, Cash Management, Fixed Annuities, Fixed Income, Indexed Annuities, Retirement Planning, Customer Retention, Series 3, Portfolio Management, Data Analysis.

Who are Robert Rosenfeld's colleagues?

Robert Rosenfeld's colleagues are Karthikeyan Sundaram, Barbara March, Harut Torosyan, Theodora Jean Fernando, Ashley Falite, Steven Lynch, Madeleine D..

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