Roderick P Fitzgerald

Denver, CO

Management Consulting

Willis Towers Watson
Pension Analyst
Tiaa Feb 2004 - Mar 2013
Registered Principal and Analyst, Business Risk and Controls
Columbia Threadneedle Investments, Us May 2002 - Feb 2004
Broker
Charles Schwab Nov 2000 - Jun 2001
Broker
Merrill Lynch Oct 1999 - Nov 2000
Broker

Penn State University 2013 - 2016
Bachelors, Bachelor of Science Regis University 2010 - 2012
Regis University 2001 - 2002
The University of Memphis 1995 - 1999
Bachelors, Bachelor of Arts, Economics

Financial Advisory
Series 63
Fixed Annuities
Pensions
Bonds
Insurance
Retirement Planning
Life
Financial Planning
Wealth Management Services
Health
Securities Agent and Investment Advisor Representative
Investments
Relationship Management
Finance
401K
Asset Allocation
Financial Services
Equities
Wealth Management
Mutual Funds
Variable Products
General Securities Principal
Uniform Combined State Law
Finra
Investment Strategies
General Securities Representative
Stocks
Risk Management
Finra Series 7
Colorado Insurance Producer Licences
Finra Series 24
Series 24
Finra Series 66
Trading
Retirement
Options
Securities
Equity Trading

Children
Economic Empowerment
Civil Rights and Social Action
Politics
Education
Environment
Poverty Alleviation
Science and Technology
Disaster and Humanitarian Relief
Human Rights
Animal Welfare
Arts and Culture
Health

English