David Fishman Email & Phone Number
Regional Vice President @ Fisher Investments
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David Fishman Location
- New York, NY, US
David Fishman Work
- Regional Vice President @ (November 2024 - Present)
- External Wholesaler @ (August 2018 - November 2024)
- Head of Regional Intermediary Sales @ (November 2017 - August 2018)
- Internal Investment Consultant @ (June 2015 - October 2017)
- Private Banker @ (July 2014 - June 2015)
- Private Client Banker @ (August 2011 - July 2014)
David Fishman Education
- Purchase College, SUNY
Liberal Arts (Biology, Chemistry, Economics)
2007-2009
David Fishman Skills
- Adobe Acrobat
- Adobe Audition
- Budgets
- Business Development
- CRM
- Customer Service
- Delphi
- Dreamweaver
- Event Management
- Event Planning
- External Wholesaler
- Finance
- Financial Analysis
- General Securities Registered Representative
- InDesign
- Investment Adviser
- Life Insurance
- Lotus
- Mac
- Management
- Market Research
- Marketing Strategy
- Microsoft Excel
- Microsoft Office
- Mutual Funds
- Negotiation
- New Business Development
- Outlook
- Outside Sales
- Photoshop
- PowerPoint
- ROC
- RR
- Regional Manager
- Sales
- Series 63
- Series 7
- Skyline
- Team Building
- Team Management
- Windows
David Fishman Summary
- David Fishman, based in New York, NY, US, is currently a Regional Vice President at Fisher Investments. David Fishman brings experience from previous roles at Raymond James, Tocqueville Asset Management, AMG Funds and Wells Fargo. David Fishman holds a 2007 - 2009 Liberal Arts in Biology, Chemistry, Economics @ Purchase College, SUNY. With a robust skill set that includes Adobe Acrobat, Adobe Audition, Budgets, Business Development, CRM and more. David Fishman has 5 emails and 5 mobile phone numbers on RocketReach.
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