Robert Feliz

Execution Services @Fidelity Investments

Canton, MA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2018 — Present

Execution Services @Fidelity Investments

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EDUCATION

2008 — 2011

University of Massachusetts Amherst

Bachelor of Arts, Social and Behavior Sciences; Economics

2007 — 2008

Fisher College

Transferred credits after freshman year to the University of Massachusetts - Amherst

SKILLS

Mutual FundsOffice HoursSuccession Planning401k RolloversHtmlResearchLong Term Care InsuranceEstate Tax PlanningWindowsMedisoftOutlookQualified Retirement PlansInvestmentsMicrosoft OfficeIrasLife InsuranceRolloversEnglishPhotoshopQuickbooksRetirement SavingsCustomer ServiceMicrosoft WordSpanishMedinotesVariable AnnuitiesRetirement PlanningCollege Savings PlansPowerpointMicrosoft ExcelTeachingTime ManagementRoth Ira

ABOUT ROBERT FELIZ

Highly driven individual with great critical thinking and problem solving skills. Always…

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Robert Feliz — Execution Services at Fidelity Investments in Canton, MA, US | Unifers