David Fredrick Email & Phone Number
Vice President, Regional Consultant @ State Street Investment Management
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David Fredrick Location
- Newton, MA, US
David Fredrick Work
- 2025 -now Vice President, Regional Consultant @
- 2018 -2025 Vice President @
- 2000 -2018 Sr VP @
- 1997 -2000 RVP @ Mainstay Asset Management
- 1992 -1997 internal wholesaler @
- 1989 -1992 401k analyst @
David Fredrick Education
- UMass Boston
MBA (Finance)
1994-1996 - Western New England College
BSBA (Marketing)
1985-1989
David Fredrick Skills
- Series 65
- Series 7
- Series 63
- Mutual Funds
- Asset Allocation
- Investment Strategies
- Separately Managed Accounts
- 401k
- Securities
- Fixed Income
- Equities
- Investments
- Retirement Planning
- Portfolio Management
- Strategy
- Asset Management
- Strategic Planning
- Retail
- Alternative Investments
- Financial Advisory
- Networking
- Derivatives
- Finance
- 401k Retirement Savings Plans
- Financial Services
- Series 24
- Investment Banking
- ETFs
- Trading
- 401 Retirement Savings Plans
David Fredrick Summary
- David Fredrick, based in Newton, MA, US, is currently a Vice President, Regional Consultant at State Street Global Advisors. David Fredrick brings experience from previous roles at DWS Group, Invesco Ltd., Mainstay Asset Management and Eaton Vance. David Fredrick holds a 1994 - 1996 MBA in Finance @ UMass Boston. With a robust skill set that includes Series 65, Series 7, Series 63, Mutual Funds, Asset Allocation and more. David Fredrick has 7 emails and 5 mobile phone numbers on RocketReach.
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