Rebecca Richards

Financial Associate in Brokerage @Fidelity Investments

Call CenterCustomer Support RepresentativeInvestor RelationsFinancial PlannerFinanceData EntryData Entry SpecialistData Entry AssociateDatabase Coordinator
Rebecca Richards is a seasoned Financial Associate at Fidelity Investments, working within the Brokerage sector. She brings to the table a wealth of experience in financial services, stock trading and portfolio management. Rebecca earned her degree in Finance from a reputable university and has since then been leveraging her skills to deliver excellent financial advice and strategic investment solutions to clients at Fidelity. She has a demonstrated history in managing financial assets and helping clients reach their financial goals. Rebecca is known for her analytical skills, attention to detail, and commitment to customer satisfaction.
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Work Background
High Net Worth Associate
Fidelity InvestmentsHigh Net Worth Associate
Aug. 2022
Financial Advisor
Wedbush SecuritiesFinancial Advisor
Oct. 2016 - Jul. 2022Lake Oswego, Oregon
Daycare Provider
Maeflower Daycare ServicesDaycare Provider
Apr. 2013 - Aug. 2016Vancouver, WA
Trust Adminstrator
Morley Financial ServicesTrust Adminstrator
Mar. 2012 - Mar. 2013Portland, Oregon Area
Daycare Provider
State of WashingtonDaycare Provider
Oct. 2009 - Mar. 2012Vancouver, WA
Senior Complex Operations Associate
RBC Wealth ManagementSenior Complex Operations Associate
Mar. 2006 - Aug. 2009Portland, Oregon Area
Data Entry Specialist
First American TitleData Entry Specialist
Dec. 2005 - Mar. 2006Portland, Oregon Area
Investment Assistant
Piper JaffrayInvestment Assistant
Jul. 2002 - Nov. 2005Portland, Oregon Area
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