Verified recordFinancial Services

Bobby Bergman

Planning Consultant at Fidelity Investments

Based in Atlanta, United States

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Seniority

Manager

Department

General Business & Management

Location

Atlanta

Industry

Financial Services

Company size

84K

Contact information

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Email

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b•••••••@fidelity.com

Phone

5 credits

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Background

About Bobby Bergman

Since graduating from Miami University in 2016, I’ve spent my career in financial services; first with a holistic financial planning boutique for 2 years and since then with my current employer Fidelity Investments where I’ve worked as an equity trader, small business retirement specialist and presently as a stock plan consultant. I have focused on deepening my knowledge working primarily with investment products and insurance. While I am not actively seeking opportunities outside of Fidelity I am open minded on opportunities to further my career in the industry. If you have interest in any opportunities within Fidelity I’d be happy to get to know you and give a recommendation if you’re a good fit. Conversely, please do not message me with any job opportunities of your own unless they are relevant to my field and are with established companies.

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