David Fontaine Email & Phone Number
Branch Manager @ SagePoint Financial
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David Fontaine Location
- Miami, FL, US
David Fontaine Work
- Branch Manager @ (October 2015 - Present)
- Founder and President @ (May 2002 - Present)
- Branch Manager and Financial Planner @ (May 2002 - October 2015)
- Financial Advisor @ (March 2000 - May 2002)
- Financial Representative @ (May 1999 - February 2000)
- Assistant Branch Manager @ Republic Security Bank (June 1997 - May 1999)
David Fontaine Education
- Iona University 1993-1997
- Cardinal Spellman High School
HS Diploma
1989-1993
David Fontaine Skills
- Estate Planning
- Retirement Planning
- Series 63
- Financial Services
- Investments
- Training
- Strategic Financial Planning
- Banking
- Wealth Management
- Retirement
- Investment Management
- Finance
- Insurance
- Series 7
- Small Business
- Financial Advisory
- Project Management
- Startups
- Research
- Strategic Planning
- Customer Service
- Business Development
- Entrepreneurship
- Microsoft Office
- Microsoft Excel
- Sales
- Marketing
- Management
- Microsoft Word
- Project Planning
David Fontaine Summary
- David Fontaine, based in Miami, FL, US, is currently a Branch Manager at SagePoint Financial. David Fontaine brings experience from previous roles at Fontaine Retirement Group, An Independent Firm, Raymond James Financial Services, Inc., Ameriprise Financial and Bank of America. David Fontaine holds a 1993 - 1997 Iona University. With a robust skill set that includes Estate Planning, Retirement Planning, Series 63, Financial Services, Investments and more. David Fontaine has 2 emails and 2 mobile phone numbers on RocketReach.
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