Robert Lorelli Email and Phone Number
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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
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 52767
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Team Lead ManagerFidelity Investments Jun 2022 - PresentDurham, North Carolina, United States
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Branch ManagerRegions Bank Aug 2017 - Jul 2022United States -
Senior Manager, Wealth ManagementTiaa Jun 2007 - Apr 2017Manage 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. -
Wealth Management AdvisorTiaa Dec 2003 - Jun 2007Managed 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.
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Financial AdvisorCuna Brokerage Services, Inc Sep 2000 - Aug 2002Charlotte, North CarolinaProvided 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. -
Financial AdvisorFirst Union Brokerage May 1996 - Jun 2000Charlotte, North CarolinaDeveloped 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.
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Discount Brokerage ManagerChase Investment Service Sep 1996 - May 2000New YorkSupervised 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.
Robert Lorelli Skills
Robert Lorelli Education Details
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Iona CollegeFinance
Frequently Asked Questions about Robert Lorelli
What company does Robert Lorelli work for?
Robert Lorelli works for Fidelity Investments
What is Robert Lorelli's role at the current company?
Robert Lorelli's current role is Onboarding Team Leader.
What is Robert Lorelli's email address?
Robert Lorelli's email address is rl****@****ine.net
What is Robert Lorelli's direct phone number?
Robert Lorelli's direct phone number is +170498*****
What schools did Robert Lorelli attend?
Robert Lorelli attended Iona College.
What skills is Robert Lorelli known for?
Robert Lorelli has skills like Financial Services, Wealth Management.
Who are Robert Lorelli's colleagues?
Robert Lorelli's colleagues are Chandan R, Meara Kelleher, Sushmitha Kumar, Christopher Kanady, Jacob Godwin, Zweibach, Yosef, Charlene Beebe.
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Rob Lorelli
Pontiac, Mi -
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Robert Lorelli
United States1rlorelli.com
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