Portfolio Advisory Services - Client Management Rep and Relationship Officer @ (June 2005 - May 2011)
Proactive Sales Department @ (May 2000 - June 2005)
Investments Department - Sales Representative @ (April 1999 - May 2000)
Service Department - Service Representative @ (May 1998 - April 1999)
Office Coordinator and Driver @ (April 1995 - May 1998)
Dave Ursem Education
Southern Utah University
BS (Zoology)
1991-1994
Wayne Memorial
Dave Ursem Skills
Retail Banking
Fire Pumps
Office Administration
Series 63
Dave Ursem Summary
Dave Ursem, based in Hooper, UT, US, is currently a Managed Solutions Consultant at Fidelity Investment's Portfolio Advisory Services (PAS). Dave Ursem brings experience from previous roles at Fidelity Investments. Dave Ursem holds a 1991 - 1994 BS in Zoology @ Southern Utah University. With a robust skill set that includes Retail Banking, Fire Pumps, Office Administration, Series 63 and more. Dave Ursem has 1 emails and 1 mobile phone numbers on RocketReach.
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