David Ashwell Email & Phone Number
Head of Investment Management Consultants @ Fidelity Investments
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David Ashwell Location
- Jacksonville, FL, US
David Ashwell Work
- 2026 -now Head of Investment Management Consultants @
- 2022 -2026 VP, Regional Leader, Advisory Services @
- 2021 -2022 National Leader, Managed Solutions @
- 2015 -2021 Regional Vice President, Managed Solutions @
David Ashwell Education
- University of North Florida
Bachelor Of Science
David Ashwell Skills
- Series 63
- Financial Advisory
- Financial Planners
- Bonds
- Fixed Income
- Retirement Planning
- Investments
- Relationship Management
- Bloomberg
- Series 66
- Asset Allocation
- Strategy
- Financial Services
- Equities
- Wealth Management
- Mutual Funds
- Microsoft Office
- Investment Strategies
- Bloomberg Terminal
- Risk Management
- Series 10
- Customer Service
- Trading
- Retirement
- Options
- Series 7
- Securities
- Series 9
David Ashwell Summary
- David Ashwell, based in Jacksonville, FL, US, is currently a Head of Investment Management Consultants at Fidelity Investments. David Ashwell brings experience from previous roles at Fidelity Investments. David Ashwell holds a Bachelor Of Science @ University of North Florida. With a robust skill set that includes Series 63, Financial Advisory, Financial Planners, Bonds, Fixed Income and more. David Ashwell has 1 emails and 2 mobile phone numbers on RocketReach.
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