Rachel Peddle is a high-skilled expert, that works in Fidelity Investments main office of which is in 499. on the position of Financial Consultant since 2018. Rachel has earned professional experience in more than five positions at different companies. Rachel Peddle went to the Wright State University and got education there from 1996 to 2000. This person has the following qualifications: Certified Investment Management Analyst (Cima), Finra Series 7, 65 & 63, and Chartered Retirement Plan Specialist (Crps). Morristown, New Jersey is the area, where this person was lastly known to live. The professional's contacts can be accessed through SoftwareOfficial on demand.
Name variants:
Rachie Peddle,
Rae Peddle,
Ray Peddle,
Rache Peddle
Last updated Jun 13, 2024
Contact Information
Workplace
Colleagues
Work History
Vice President * Senior Advisor Consultant
1555 Peachtree St, Atlanta, GA 30309
Tasked with driving sales of proprietary funds/products and services through independent firms and banks. Current territory located in Missouri, Southern Illinois, Arkansas and Kentucky with...
2011 — 2017
Vice President * 529 Sales Manager
1555 Peachtree St, Atlanta, GA 30309
Sales and product manager for all proprietary 529 plans, which included extensive travel with senior wholesalers to meet with and educate advisors on how to incorporate plans into trust/esta...
2007 — 2011
Regional Sales Representative
1555 Peachtree St, Atlanta, GA 30309
Served as Colorado & Utah Regional Sales Representative for FAs, banks and wire-houses with accountability for organizing cluster meetings and gathering attendees, developing call campaigns ...
2003 — 2007
Education
1996 — 2000
Occupations
Financial Broker
Financial Consultant
Accountant
Finance and Accounting Specialist
Executive
Vice President
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Chief Executive
Skills
Financial Advisory
Investment Strategies
Strategic Financial Planning
Investment Advisory
Relationship Management
Asset Allocation
Asset Managment
Wealth Management
Financial Services
Portfolio Management
Retirement Planning
Securities
Alternative Investments
Equities
Fixed Income
401K
Iras
529 Plans
Separately Managed Accounts
Mutual Funds
Etfs
FAQs about Rachel Peddle
What's the main profession of Rachel Peddle?
Rachel is a Financial Consultant.
What are the main profession of The professional?
These person's professions are Financial Broker and Financial Consultant
Where does Rachel Peddle currently live?
Rachel Peddle currently lives in Morristown, New Jersey.
How many companies did Rachel Peddle work at?
The professional worked at five jobs.
What education does Rachel Peddle have?
Rachel studied at the Wright State University from 1996 to 2000.
Are there any certifications Rachel Peddle has?
The professional received the following certifications: Certified Investment Management Analyst (Cima), Finra Series 7, 65 & 63, and Chartered Retirement Plan Specialist (Crps).
Are there any special industries Rachel Peddle is connected to?
This professional works in Financial Services industry.
What are special skills of Rachel Peddle?
Rachel Peddle has such skills as Financial Advisory, Investment Strategies, Strategic Financial Planning, Investment Advisory, Relationship Management, Asset Allocation, and Asset Managment.