Colin Roth
- Role
- Director, Institutional Relationship Management at Fidelity Charitable
- Location
- Durham, NC, US
- LinkedIn followers
- 500 followers
About Colin Roth
At Fidelity Charitable, I manage and provide guidance to a nationwide network of…
Experience
Director, Institutional Relationship Management
Feb 2021 — Present
Education
Bryant University
MBA, Finance
Bucknell University
BSBA, Accounting, Economics
Skills
- Series 63
- Donor Advised Funds
- Financial Analysis
- Equities
- Data Analysis
- Portfolio Management
- Investments
- Investment Strategies
- Golf
- Wealth Management
- Superior Client Service
- Financial Modeling
- Project Management
- Asset Managment
- Business Development
- Fixed Income
- Powerpoint
- Hedge Funds
- Securities
- Investment Advisory
- Series 65
- Microsoft Excel
- Series 7
- Philanthropy
- Mutual Funds
- Financial Services
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