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Joseph Skaggs, MBA

Financial Representative Internship

173 followers

Los Angeles Metropolitan Area

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Timeline
About me
Planning Consultant at Fidelity Investments
Education
- University of California, Riverside
  2003 - 2003
  High School University Program
- Western Governors University
  2019 - 2021
  Master of Business Administration - MBA
- California State University-Fullerton - College of Business and Economics
  2004 - 2009
  B.A. Business Administration Finance
  Activities and Societies: CSUF Finance Association, Scuba Diving Club
Experience
- Northwestern Mutual
  Jan 2009 - Jun 2009
  Financial Representative Internship
- Provident Savings Bank
  Aug 2009 - Dec 2010
  New Accounts Representative
- Greater Anaheim SELPA
  Dec 2010 - Oct 2013
  ABA Facilitator
- Vanguard
  Jan 2014 - Jan 2021
  - Mutual Fund Operations Administrator
    May 2018 - Jan 2021
  - Senior Investment Specialist
    Jun 2017 - May 2018
  - Investment Specialist
    Jan 2014 - Jun 2017
- Fidelity Investments
  Jan 2022 - now
  - Planning Consultant
    Nov 2024 - now
  - Relationship Manager
    Apr 2023 - Nov 2024
  - High Net Worth Associate
    Jan 2022 - Apr 2023
Licenses & Certifications
- Series 7
  Financial Industry Regulatory Authority (FINRA)
- Western Yellow-Billed Cuckoo Survey Protocol Certification
  SOUTHERN SIERRA RESEARCH STATION
- Southwestern Willow Flycatcher Survey Protocol Certification
  SOUTHERN SIERRA RESEARCH STATION
- Series 63
  Financial Industry Regulatory Authority (FINRA)
- Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
  State of California
- Series 65
  NASAA
- Google Data Analytics Certificate
  Coursera
  Sept 2021
  View certificate
Honors & Awards
- Awarded to Joseph Skaggs, MBA
  "You Make the Difference" Recognition Award Special Education Community Advisory Committee (CAC) May 2013

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