Robert Shattuck

Private Wealth Management - Senior Relationship Manager @Fidelity Investments

Dallas, TX, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2022 — Present

Private Wealth Management - Senior Relationship Manager @Fidelity Investments

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Dallas, TX, US

EDUCATION

N/A

Oklahoma State University

Bachelor of University Studies

SKILLS

Cross-Functional Team LeadershipMarketing StrategyDirect SalesCrmLicensed to Sell InsuranceCold CallingManagementAcoustic GuitarLeadershipInvestmentsSeries 7Series 9Social NetworkingSeries 10Series 63MarketingContract NegotiationSellingStrategic PlanningProject ManagementSales OperationsCustomer ServiceSeries 66SalesTrainingProduct DevelopmentNew Business DevelopmentRecruitingB2bDirect MarketingPublic SpeakingBudgetsSales ProcessMicrosoft ExcelAccount ManagementChange ManagementEvent ManagementKey Account ManagementNegotiationBusiness Development

ABOUT ROBERT SHATTUCK

A highly motivated, positive and result-oriented professional with a proven sales…

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Robert Shattuck — Private Wealth Management - Senior Relationship Manager at Fidelity Investments in Dallas, TX, US | Unifers