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R Richardson
R Richardson
Retirement Planner, Senior Investment Consultant
Utah, Lehi, United States
R Richardson
Summary
R Richardson is a seasoned financial professional with over 25 years of experience at Fidelity Investments, currently serving as the Regional Vice President. With a strong background in retirement planning, wealth management, and sales management, R has consistently achieved top rankings in insurance and annuity sales. R's expertise extends across multiple states, demonstrating a robust ability to manage diverse territories and meet complex sales goals. Holding an Executive MBA from the University of Utah and a CFP certification, R combines academic excellence with practical financial acumen. Fluent in both English and Portuguese, R is adept at engaging with a broad client base. Outside of work, R is passionate about mentoring emerging financial consultants, contributing to professional development in the industry. R's leadership is characterized by a commitment to excellence and innovation in financial solutions.
R Richardson
Work Experience
Retirement Planner, Senior Investment Consultant at
Fidelity Investments
April 1998 - April 2005
Senior Investment Consultant at
Fidelity Investments
May 2005 - April 2007
Vice President, Senior Account Executive at
Fidelity Investments
May 2007 - May 2010
Vice President, Regional Planning Consultant at
Fidelity Investments
May 2010 - June 2014
Regional Vice President, Managed Accounts at
Fidelity Investments
June 2014 - Present
R Richardson
Education
University of Utah - David Eccles School of Business, Executive MBA, Business Administration and Management
January 2016 - January 2018
College for Financial Planning, Certified Financial Planner, CFP
January 2009 - January 2011
Westminster University, FINANCE, BUSINESS, ACCOUNTING
January 1999 - January 2002
Frequently Asked Questions about R Richardson
What is R Richardson email address?
R Richardson's primary email address is ************@fidelity.com. To view the full verified email and additional contact details, sign up for free with Muraena.
Where R Richardson graduated from?
R Richardson holds a degree in null from University of Utah - David Eccles School of Business.
How can I directly contact R Richardson?
To contact R Richardson directly, you can use the email address ************@fidelity.com. Complete contact information is available upon registration with Muraena.
Who is R Richardson?
R Richardson is a seasoned financial professional with over 25 years of experience at Fidelity Investments, currently serving as the Regional Vice President. With a strong background in retirement planning, wealth management, and sales management, R has consistently achieved top rankings in insurance and annuity sales. R's expertise extends across multiple states, demonstrating a robust ability to manage diverse territories and meet complex sales goals. Holding an Executive MBA from the University of Utah and a CFP certification, R combines academic excellence with practical financial acumen. Fluent in both English and Portuguese, R is adept at engaging with a broad client base. Outside of work, R is passionate about mentoring emerging financial consultants, contributing to professional development in the industry. R's leadership is characterized by a commitment to excellence and innovation in financial solutions.
R`s contact details
************@fidelity.com
**************@fmr.com