Roya

Roya: Email & Phone Number

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Investment Client Specialist at Fidelity Investments|United States

Position:

Investment Client Specialist at Fidelity Investments

Location:

United States

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Last updated: 2026-07-19
Updated: 2026-07-19

Found email addresses for Roya:

Business emails:
r**************i@universalmusic.com,
r**********i@maadvisor.com

Found phone for Roya:

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Current work details
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Work Experience 8 years

Investment Client Specialist at Fidelity Investments

Nov 2025 - Current

Private Wealth Management Associate at UBS

Aug 2024 - Jun 2025

Assistant Vice President at Merrill Lynch

Nov 2021 - Jul 2024

Licensed Relationship Banker at J.P. Morgan Private Bank

May 2019 - Mar 2020

Relationship Banker at Opus Bank

Jan 2018 - May 2019

Roya started working in 2018, then the employee has changed 4 companies and 4 jobs. On average, Roya works for one company for 1 year 4 months.

Their professional focus is Bilingual: English & Farsi, Series 7, 66, 6, 63 | SIE Exam | NMLS Licensed, and Wealth Management | Financial Planning | Client Relations | Risk Analysis | Investment Strategies across 3 core areas.

Education

Master of Business Administration - MBA at St. John's University, The Peter J. Tobin College of Business

Bachelor's degree at Islamic Azad University North Tehran Branch

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