Matthew Roa: Email & Phone Number

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Customer Relationship Advocate at Fidelity Investments|Jacksonville, Florida, United States

Position:

Customer Relationship Advocate at Fidelity Investments

Location:

Jacksonville, Florida, United States

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Last updated: 2026-07-20

Updated: 2026-07-20

Found email addresses for Matthew Roa:

Business emails:

m*****w@portnoycpa.com,

m**a@triadfs.com,

m*********a@fidelity.com

Personal emails:

r***@gmail.com,

m***@yahoo.com,

r***@aol.com,

m***@portnoycpa.com

Found phones for Matthew Roa:

+1-205-***-**22,

+1-870-***-**06,

+1-909-***-**07

A different Matthew Roa?

Work Experience 4 years

Customer Relationship Advocate at Fidelity Investments

Jan 2025 - Current

Escrow Processor at Triad Financial Services, Inc.

Jun 2024 - Feb 2025

Administrator at Portnoy CPA

Jan 2022 - Jun 2024

Matthew Roa started working in 2022, then the employee has changed 2 companies and 2 jobs. On average, Matthew Roa works for one company for 1 year 7 months.

Their professional focus is Communication, Currencies, and Economic Indicators across 3 core areas.

Matthew holds Series 63, Series 7, and Fidelity Investments - Customer Service Job Simulation certifications.

Education

Bachelor of Business Administration - BBA at University of North Florida - Coggin College of Business

Frequently Asked Questions

What is Matthew Roa's email address?

SignalHire found verified email addresses for Matthew Roa, both business and personal. Their business email is m*****w@portnoycpa.com, and personal emails include r***@gmail.com, m***@yahoo.com, and r***@aol.com.

What is Matthew Roa's phone number?

SignalHire found multiple verified phone numbers for Matthew Roa: +1-205-***-**22, +1-870-***-**06, and +1-909-***-**07.

How do I contact Matthew Roa at Fidelity Investments?

You can reach Matthew Roa through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Matthew Roa's professional background?

Matthew Roa has 4 years of professional experience. They have held roles including Escrow Processor, and Administrator at companies such as Triad Financial Services, Inc., and Portnoy CPA. Their education includes Bachelor of Business Administration - BBA from University of North Florida - Coggin College of Business.

Is Matthew Roa's contact information up to date?

Yes. Matthew Roa's SignalHire profile was last updated on 20 July 2026, reflecting their current position as Customer Relationship Advocate at Fidelity Investments in Boston, MA, United States.

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Work Experience 4 years

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