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Justin Robertson, MBA, CFP®️

Justin Robertson, MBA, CFP®️

Financial Professional

Followers of Justin Robertson, MBA, CFP®️988 followers
location of Justin Robertson, MBA, CFP®️Greater Boston

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  • Timeline

  • About me

    Director - Product Manager | Investing digital channels

  • Education

    • Merrimack College

      -
      CFP Financial Planning

    • Babson F.W. Olin Graduate School of Business

      -
      Master of Business Administration - MBA

    • University of Massachusetts Lowell

      -
      Bachelor of Science, Business Administration Finance

  • Experience

    • Putnam Investments

      May 2008 - May 2009
      Financial Professional

    • Fidelity Investments

      Dec 2009 - now

      Digital Products - iOS & Android Discover page and Investing experiencesWealth Management & Personal Investing Digital products: Robo & Hybrid-robo advice

      • Director, Product Management - Digital Experience

        Dec 2020 - now

      • Director, Product Management - Digital Planning Experience

        Sept 2018 - Dec 2020

      • Director, General Management Rotation

        Aug 2016 - Aug 2018

      • Investment Solutions Consultant, Managed Accounts

        Apr 2012 - Jul 2016

      • Sales and Service Representative

        Dec 2009 - Apr 2012

  • Licenses & Certifications

    • Certified Scrum Product Owner (CSPO)

      Scrum Alliance

    • Certified Financial Planner (CFP)

      CFP Board

    • User Experience Design

      General Assembly
      Apr 2021

    • Scrum Master Certified (SMC)

      Scrum Alliance