Joseph Skaggs, MBA

Joseph Skaggs, MBA

Financial Representative Internship

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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 certificate
  • Honors & Awards

    • Awarded to Joseph Skaggs, MBA
      "You Make the Difference" Recognition Award Special Education Community Advisory Committee (CAC) May 2013