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
Finance & AccountingView LinkedIn profile

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

  1. Wealth Management Specialist Ii

    Fidelity Investments

    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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Rochelle E. Alarid — Wealth Management Specialist Ii at Fidelity Investments in Denver, CO, US | Unifers