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Robert Haug Email & Phone Number
Branch Leader
at
Fidelity Investments
1 work email found
@fmr.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Branch Leader
Location
Dallas-Fort Worth Metroplex, United States
Company size
Who is Robert Haug? Overview
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Quick answer
Robert Haug is listed as Branch Leader at Fidelity Investments, a with 83148 employees, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a work email signal at fmr.com and a matched LinkedIn profile for Robert Haug.
Robert Haug previously worked as Team Leader at Fidelity Investments and Wealth Management Banker at U.S. Bank. Robert Haug holds Bachelor'S Degree, Business Administration And Management, General, 3.89 from Depaul University.
Company email context
Email format at Fidelity Investments
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{first}.{last}@fmr.com
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AeroLeads found 1 current-domain work email signal for Robert Haug. Compare company email patterns before reaching out.
Profile bio
About Robert Haug
With more than 20 years’ experience in the financial banking industry and more than 10 years in the affluent banking space, I bring a wealth of experience in the areas of consumer and business banking, retail, mortgage and commercial lending and investment and insurance services. Looking to be part of industry leading organization where I can continue to exceed organizational and customer expectations.
Listed skills include Strategy, Management, Sales Management, and Team Leadership.
Current workplace
Robert Haug's current company
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Fidelity Investments
9 roles
Robert Haug work experience
A career timeline built from the work history available for this profile.
Team Leader
Current
Aug 2021 - Present
Wealth Management Banker
- Generate new business revenue and grow new AUM through sales of banking, lending and investment products – Last 2 years grown AUM over 8 million (110% to goal, deposits over 12 million (413% to goal) and 8 million in lending placing me in the top 20% of Wealth Management Bankers.- Managed affluent client relationships, acting as client main point of contact for all sales and service needs by maintaining a highly effective contact management strategy- Engage in client through financial planning process utilizing investment and wealth management strategies to drive new assets under management/ Utilize Money Guide Pro financial planning software- Create new household opportunities through development of retail partners and COI contacts. – Ove 100% to goal in new HH acquisition strategy.- Coached and guided teams on best practices, report analysis and client management strategy. Salesforce/CRM tool expert.
Nov 2018 - Aug 2021
Preferred Relationship Manager
- Generate new business revenue and grow new AUM through sales of banking, lending and investment products - Managed affluent client relationships, acting as client main point of contact for all sales and service needs by maintaining a highly effective contact management strategy- Engage in client through financial planning process utilizing investment and wealth management strategies to drive new assets under management/ Utilize Naviplan financial planning software- Create new household opportunities through development of retail partners and COI contacts.
May 2017 - Nov 2018
Vice President, Team Lead, Private Client Group
- Coached, Develop & Manage team of 16 relationship managers - Oversaw sales management process and overall team performance to acquire new deposit, lending and investment growth for the bank – Top producing manager in investment and lending production- Attract, recruit and attain new relationship managers to team - Communicate, plan and strategize with key department managers, stakeholders and corporate leadership overall success of program, teams and needs
Jul 2012 - Apr 2017
Citigold Relationship Manager
As a Citigold Relationship Manager, I am a dedicated resource for select clients where I provide a simplified and individualized client experience that's built around their unique banking, borrowing and investment needs.
Oct 2011 - Aug 2012
Investment Advisor
Dec 2010 - Nov 2011
Avp, Preferred Banking
- Generate new business revenue and grow new AUM through sales of banking, lending and investment products - Managed affluent client relationships, acting as client main point of contact for all sales and service needs by maintaining a highly effective contact management strategy- Engage in client through financial planning process utilizing investment and wealth management strategies to drive new assets under management/ Utilize Naviplan financial planning software- Create new household opportunities through development of retail partners and COI contacts.
Sep 2008 - Dec 2010
Avp, Branch Manager
Jan 2004 - Sep 2008
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 83148 employees →
CP
Chris Polacek
Colleague at Fidelity InvestmentsSacramento, California, United States
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KH
Karley Hudson, Mba
Colleague at Fidelity InvestmentsUnited States
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JK
John Kearney
Colleague at Fidelity InvestmentsClearwater, Florida, United States
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JB
Jarrod Buten, Cfp®
Colleague at Fidelity InvestmentsFort Thomas, Kentucky, United States
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CF
Chris Farley
Colleague at Fidelity InvestmentsWest Newton, Massachusetts, United States
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DS
Devendra Singh
Colleague at Fidelity InvestmentsGreater Boston, United States
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TP
Terry Pierce
Colleague at Fidelity InvestmentsPlano, Texas, United States
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YR
Yogendra Reddy
Colleague at Fidelity InvestmentsJersey City, New Jersey, United States
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SH
Sean Hamblett
Colleague at Fidelity InvestmentsBrookline, New Hampshire, United States
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SS
Somaiah Suhas
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
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Chris Polacek
Colleague at Fidelity InvestmentsSacramento, California, United States
View →
KH
Karley Hudson, Mba
Colleague at Fidelity InvestmentsUnited States
View →
JK
John Kearney
Colleague at Fidelity InvestmentsClearwater, Florida, United States
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JB
Jarrod Buten, Cfp®
Colleague at Fidelity InvestmentsFort Thomas, Kentucky, United States
View →
CF
Chris Farley
Colleague at Fidelity InvestmentsWest Newton, Massachusetts, United States
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DS
Devendra Singh
Colleague at Fidelity InvestmentsGreater Boston, United States
View →
TP
Terry Pierce
Colleague at Fidelity InvestmentsPlano, Texas, United States
View →
YR
Yogendra Reddy
Colleague at Fidelity InvestmentsJersey City, New Jersey, United States
View →
SH
Sean Hamblett
Colleague at Fidelity InvestmentsBrookline, New Hampshire, United States
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SS
Somaiah Suhas
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
View →
4 education records
Robert Haug education
Bachelor'S Degree, Business Administration And Management, General, 3.89
Salesforce Administrator
Education record
Education record
Wheaton Warrenville South
FAQ
Frequently asked questions about Robert Haug
Quick answers generated from the profile data available on this page.
What company does Robert Haug work for?
Robert Haug works for Fidelity Investments.
What is Robert Haug's role at Fidelity Investments?
Robert Haug is listed as Branch Leader at Fidelity Investments.
What is Robert Haug's email address?
AeroLeads has found 1 work email signal at @fmr.com for Robert Haug at Fidelity Investments.
Where is Robert Haug based?
Robert Haug is based in Dallas-Fort Worth Metroplex, United States while working with Fidelity Investments.
What companies has Robert Haug worked for?
Robert Haug has worked for Fidelity Investments, U.S. Bank, Fifth Third Bank, Pnc, and Citi.
Who are Robert Haug's colleagues at Fidelity Investments?
Robert Haug's colleagues at Fidelity Investments include Chris Polacek, Karley Hudson, Mba, John Kearney, Jarrod Buten, Cfp®, and Chris Farley.
How can I contact Robert Haug?
You can use AeroLeads to view verified contact signals for Robert Haug at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Robert Haug attend?
Robert Haug holds Bachelor'S Degree, Business Administration And Management, General, 3.89 from Depaul University.
What skills is Robert Haug known for?
Robert Haug is listed with skills including Strategy, Management, Sales Management, and Team Leadership.
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