Bobby Bergman
Planning Consultant @Fidelity Investments
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WORK HISTORY
Planning Consultant @Fidelity Investments
Buckhead, GA, US
EDUCATION
Miami University
Bachelor's degree
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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