Rochelle E. Alarid
Wealth Management Service Specialist II at Fidelity Investments
- Role
- Wealth Management Specialist Ii at Fidelity Investments
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Rochelle E. Alarid
Experienced retirement representative with demonstrated product knowledge as a subject matter expert on Brokerage accounts, IRAs, and small business retirement plans. Currently advancing my financial career towards planning and guidance consultations by relationship building; fostering long lasting relationships. I currently hold a Series SIE, Series 7, and Series 63. Currently studying for my Series 66 and CFP.Experienced Physical Therapist Assistant, working on PRN basis, with a demonstrated history of working in outpatient, inpatient, and home health within the health care industry. Skilled in Microsoft Word, Team Building, Public Speaking, and Management. Strong healthcare services professional with an Associate of Occupational Studies focused in Physical Therapist Assistant from Pima Medical Institute-Denver and a Masters in Business concentrating in Healthcare Administration.
Experience
Wealth Management Specialist Ii
Jul 2025 — Present · Greenwood Village, CO, US
Education
University of North Florida
Bachelor's Degree, Health Services/Allied Health/Health Sciences, General
2002 — 2007
Webster University
Master of Business Administration (M.B.A.), Business and Health Administration
2012 — 2014
Pima Medical Institute-Denver
Associate of Occupational Studies, Physical Therapist Assistant
2015 — 2017
Skills
- Insurance
- Outlook
- Medicine
- Microsoft Office
- Powerpoint
- Microsoft Excel
- Healthcare
- Microsoft Word
- Training
- Customer Service
- Research
- Managed Care
- Public Speaking
- Team Building
- Management
- Contract Negotiation
- Pharmacy
- Healthcare Management
- Medical Terminology
- Hospitals
- Leadership
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