Roland P. Cruz

Roland P. Cruz possesses a diverse background in finance and customer service, currently serving as a Planning Consultant at Fidelity Investments since August 2021, with prior roles including Relationship Manager and Financial Representative. Experience at City National Bank from March 2017 to September 2019 included managing treasury operations, overseeing business account reconciliations for significant monetary transactions, and improving departmental efficiency through procedure implementation. Previous employment at IKEA, from December 2010 to September 2015, involved maximizing sales and profitability, cash reconciliation, and supporting management with various projects, earning recognition as Coworker of the Month and a nomination for Coworker of the Year. Academic credentials include a Bachelor's Degree in Economics from California State University, Long Beach.