Team Lead Manager
Current
Jun 2022 - Present
AeroLeads people directory · profile
Robert Lorelli Email & Phone Number
Onboarding Team Leader
at
Fidelity Investments
1 work email found
@fidelity.com
1 phone found area 704
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Onboarding Team Leader
Location
Durham, North Carolina, United States
Company size
Who is Robert Lorelli? Overview
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Quick answer
Robert Lorelli is listed as Onboarding Team Leader at Fidelity Investments, a with 52767 employees, based in Durham, North Carolina, United States. AeroLeads shows a work email signal at fidelity.com, phone signal with area code 704, and a matched LinkedIn profile for Robert Lorelli.
Robert Lorelli previously worked as Team Lead Manager at Fidelity Investments and Branch Manager at Regions Bank. Robert Lorelli holds Bba, Finance from Iona College.
Company email context
Email format at Fidelity Investments
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{first}.{last}@fidelity.com
89% confidence
AeroLeads found 1 current-domain work email signal for Robert Lorelli. Compare company email patterns before reaching out.
Profile bio
About Robert Lorelli
Financial services professional recognized for developing and leading high performing teams. Collaborative business partner and experienced working in projects related to improving department efficiency and work flow. Currently responsible for leading a team of new hires through onboarding. Coach and motivate the team through the licensing and skills based learning to prepare them for a successful career at Fidelity. FINRA Registrations: 7, 9,10, 63, 65, 66; Life Insurance and Variable Annuity licensed in State of North Carolina
Listed skills include Financial Services and Wealth Management.
Current workplace
Robert Lorelli's current company
Company context helps verify the profile and gives searchers a useful next step.
Fidelity Investments
7 roles
Robert Lorelli work experience
A career timeline built from the work history available for this profile.
Branch Manager
Aug 2017 - Jul 2022
Senior Manager, Wealth Management
Manage a team of Financial Consultants who provide the high net worth and affluent TIAA-CREF clients with a distinctive, high quality client experience through comprehensive sales,advice and service.
Jun 2007 - Apr 2017
Wealth Management Advisor
Managed high net worth client relationships focused on delivering comprehensive financial planning. Responsibilities included; growing and retaining client accounts, expanding institutional footprint and increasing our Key Influencer engagement.
Dec 2003 - Jun 2007
Financial Advisor
Provided full service financial management to credit union members. Conducted seminars for both credit union personnel and members in order to build awareness of the financial services program.
Sep 2000 - Aug 2002
Financial Advisor
First Union Brokerage
Developed and managed $90MM book of business at First Unions Broker Direct department. Trained and managed (22) Series 6 associates to sell mutual funds over the phone.
May 1996 - Jun 2000
Discount Brokerage Manager
Supervised 3 team managers and 15 registered representatives, in call center, to ensure that proper trading and compliance procedures were followed for all discount brokerage products.Served as office Registered Options Principal for all options trade review.
Sep 1996 - May 2000
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
VH
Viola Hubert
Colleague at Fidelity InvestmentsNew London County, Connecticut, United States
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KH
Karley Hudson, Mba
Colleague at Fidelity InvestmentsUnited States
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JB
Jeff Benson
Colleague at Fidelity InvestmentsSalt Lake City Metropolitan Area, United States
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MS
Mayank Shahi
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
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JP
Jill Pellegrino
Colleague at Fidelity InvestmentsSmithfield, Rhode Island, United States
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MO
Matthew Olson
Colleague at Fidelity InvestmentsShakopee, Minnesota, United States
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SG
Skylar Gallemore, Cfp®
Colleague at Fidelity InvestmentsCreedmoor, North Carolina, United States
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KY
Keith Yarberry, Cfa
Colleague at Fidelity InvestmentsDenver, Colorado, United States
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KM
Krishna M
Colleague at Fidelity InvestmentsFrisco, Texas, United States
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NK
Nagendra Kumar J
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
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Viola Hubert
Colleague at Fidelity InvestmentsNew London County, Connecticut, United States
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KH
Karley Hudson, Mba
Colleague at Fidelity InvestmentsUnited States
View →
JB
Jeff Benson
Colleague at Fidelity InvestmentsSalt Lake City Metropolitan Area, United States
View →
MS
Mayank Shahi
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
View →
JP
Jill Pellegrino
Colleague at Fidelity InvestmentsSmithfield, Rhode Island, United States
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MO
Matthew Olson
Colleague at Fidelity InvestmentsShakopee, Minnesota, United States
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SG
Skylar Gallemore, Cfp®
Colleague at Fidelity InvestmentsCreedmoor, North Carolina, United States
View →
KY
Keith Yarberry, Cfa
Colleague at Fidelity InvestmentsDenver, Colorado, United States
View →
KM
Krishna M
Colleague at Fidelity InvestmentsFrisco, Texas, United States
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NK
Nagendra Kumar J
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
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1 education record
Robert Lorelli education
-
Iona College
FAQ
Frequently asked questions about Robert Lorelli
Quick answers generated from the profile data available on this page.
What company does Robert Lorelli work for?
Robert Lorelli works for Fidelity Investments.
What is Robert Lorelli's role at Fidelity Investments?
Robert Lorelli is listed as Onboarding Team Leader at Fidelity Investments.
What is Robert Lorelli's email address?
AeroLeads has found 1 work email signal at @fidelity.com for Robert Lorelli at Fidelity Investments.
What is Robert Lorelli's phone number?
AeroLeads has found 1 phone signal(s) with area code 704 for Robert Lorelli at Fidelity Investments.
Where is Robert Lorelli based?
Robert Lorelli is based in Durham, North Carolina, United States while working with Fidelity Investments.
What companies has Robert Lorelli worked for?
Robert Lorelli has worked for Fidelity Investments, Regions Bank, Tiaa, Cuna Brokerage Services, Inc, and First Union Brokerage.
Who are Robert Lorelli's colleagues at Fidelity Investments?
Robert Lorelli's colleagues at Fidelity Investments include Viola Hubert, Karley Hudson, Mba, Jeff Benson, Mayank Shahi, and Jill Pellegrino.
How can I contact Robert Lorelli?
You can use AeroLeads to view verified contact signals for Robert Lorelli at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Robert Lorelli attend?
Robert Lorelli holds Bba, Finance from Iona College.
What skills is Robert Lorelli known for?
Robert Lorelli is listed with skills including Financial Services and Wealth Management.
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