David Carolan's Location
Brookline, MA, US
David Carolan's Work
- VP - Financial Consultant @ Charles Schwab
- Institutional Sales and Trade @ Fidelity Investments
- High Net Worth Account Manager @ Fidelity Investments
David Carolan's Education
- Boston University
Financial Planning (Investment Allocation and Estate Planning)
2005 - 2007 - University of Massachusetts Boston
BA (Economics)
1988 - 1993 - Boston College High School1984 - 1988
David Carolan's Skills
- Investments
- Asset Allocation
- Strategy
David Carolan's Summary
David Carolan, based in Brookline, MA, US, is currently a VP - Financial Consultant at Charles Schwab, bringing experience from previous roles at Fidelity Investments. David Carolan holds a 2005 - 2007 Financial Planning in Investment Allocation and Estate Planning @ Boston University. With a robust skill set that includes Investments, Asset Allocation, Strategy and more, David Carolan contributes valuable insights to the industry. David Carolan has 2 emails and 1 mobile phone number on RocketReach.
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