Robert Sales

Robert Sales Email and Phone Number

Financial Representative @ Fidelity Investments
Rancho Cucamonga, CA, US
Robert Sales's Location
Rancho Cucamonga, California, United States, United States
About Robert Sales

I find satisfaction through helping others. Currently pursuing the goal of becoming a Financial Consultant. Thanks to Fidelity, I have become fully licensed as a Registered Representative and Investment Adviser Representative. In my past experience, through my business I've managed to create and maintain relationships with influential entrepreneurs, helping them build successful businesses. Understanding and meeting client needs is something I work hard to achieve. Attention to detail is something I used throughout my business, with my interactions helping students at the Office of Financial Aid, and when meeting with clients when conducting interviews to prepare their taxes.

Robert Sales's Current Company Details
Fidelity Investments

Fidelity Investments

View
Financial Representative
Rancho Cucamonga, CA, US
Website:
fidelity.com
Employees:
83148
Robert Sales Work Experience Details
  • Fidelity Investments
    Financial Representative
    Fidelity Investments
    Rancho Cucamonga, Ca, Us
  • Fidelity Investments
    Financial Services Representative
    Fidelity Investments May 2024 - Present
  • California State University-San Bernardino
    Student Peer Counselor
    California State University-San Bernardino Mar 2022 - May 2024
    San Bernardino, California, United States
    Excelling in managing a high volume of incoming calls, and providing thorough assistance to students with inquiries in person ensuring smooth and efficient communication with students and guests. Responsibilities also extend to maintaining clerical operations, active participation in supporting and organizing outreach events.
  • Builtbynitro
    Founder
    Builtbynitro Sep 2020 - Apr 2024
    Helping entrepreneurs sell digital products and automate their businesses. Through my services I have helped entrepreneurs generate over $4.8 Million dollars and build communities of over 220,000 active members. Work closely with clients to help retain revenue and increase growth within their business.
  • Volunteer Income Tax Assistance
    Volunteer Tax Preparer Vita - Supervisor
    Volunteer Income Tax Assistance Jan 2022 - Apr 2023
    San Bernardino, California, United States
    Supervised and conducted detailed client interviews to collect all necessary information and documents for tax preparation. Provide clients with detailed overviews of their tax liabilities, potential deductions, and credits to optimize their financial outcomes.

Robert Sales Education Details

Frequently Asked Questions about Robert Sales

What company does Robert Sales work for?

Robert Sales works for Fidelity Investments

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

Robert Sales's current role is Financial Representative.

What schools did Robert Sales attend?

Robert Sales attended California State University-San Bernardino, Oak Hills High School.

Who are Robert Sales's colleagues?

Robert Sales's colleagues are Rodney Heckman, Sydney Majka, Cfa, Luke Harris, Bill O'brien, Cfp®, Cpwa®, Larry Moreira, Ricp®, John Kammerer, Rajesh Kp.

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