Planning Consultant@ Fidelity Investments
San Francisco, California, United States
Roland Villanueva
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San Jose State University
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Tell me more about Roland Villanueva?
FlashIntel GPTRoland Villanueva is a Financial Consultant with 18.8 years of experience. He is currently working at TD Ameritrade in San Francisco, California. Prior to this, he worked at Fidelity Investments in Boston, Massachusetts as a Planning Consultant and Financial Consultant. He also has experience working at Citi in the United States as a Fa and Financial Specialist. Roland has a strong background in financial services and has worked with a wide range of clients, including individuals, small businesses, and large corporations.
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Emails and Phone Numbers
About
Financial Consultant at TD Ameritrade
Work Experience
Planning Consultant
Financial Services
Roland Villanueva's Professional Milestones
- Lead Instructor (2005-02-01~2009-05-01): Successfully empowered clients through engaging and effective teaching methods, improving their overall learning experience.
- Revenue Recovery Supervisor (2005-02-01~2009-09-01): Optimized revenue recovery operations to improve efficiency and reduce losses.
Education
Business,
Business Finance,
Finance,
Bachelors,
Bachelor Of Science
Certification
Colleagues
John Grdina
Squad Leader Product Owner
Steve Boyd
Director | Cash Product Owner
Laurie Jacques
Product Owner | Product Manager | Agilist | Certified Scrum Master
Melissa Richardson CSPO, CSM, CSP, RSaSP
Product Owner | Software Development Financial Services Business Systems Analysis Relationship Management
Caidi Bolte
Director IT Product Owner | Enterprise Cybersecurity
Other Named Roland Villanueva
Frequently asked questions
We found 3 Roland Villanueva's email addresses
We found 6 Roland Villanueva's phone numbers
Roland Villanueva works for Fidelity Investments
Roland Villanueva's role in Fidelity Investments is Planning Consultant
Roland Villanueva works in the industry of Financial Services
Roland Villanueva's colleagues are John Grdina,Steve Boyd,Laurie Jacques
Roland Villanueva's latest job experience is Planning Consultant at Fidelity Investments
Roland Villanueva's latest education in San Jose State University
