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R Richardson

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R Richardson

Retirement Planner, Senior Investment Consultant

Utah, Lehi, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

R Richardson

Work Experience

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Retirement Planner, Senior Investment Consultant at

Fidelity Investments

April 1998 - April 2005

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Senior Investment Consultant at

Fidelity Investments

May 2005 - April 2007

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Vice President, Senior Account Executive at

Fidelity Investments

May 2007 - May 2010

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Vice President, Regional Planning Consultant at

Fidelity Investments

May 2010 - June 2014

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Regional Vice President, Managed Accounts at

Fidelity Investments

June 2014 - Present

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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

mail

************@fidelity.com

**************@fmr.com

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