Rick Straub is a seasoned financial professional currently serving as the Vice President, Wealth Planner at Fidelity Investments. They have held various roles at Fidelity, including Planning Consultant and Financial Consultant, contributing to their extensive expertise in wealth management. Prior to their current role, Straub was the VP Branch Manager at TD Waterhouse and worked as an Operations Manager/Principal at TCF Investments. They also gained valuable experience as an Investments Practice Officer/Regional Compliance Principal at Marsh. Straub earned a BA in Marketing & Operations Management from the University of St. Thomas.
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