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David Herrell Location
Denver, CO, US
David Herrell Work
2024 -now Investment Management Consultant 2 @
2021 -2024 Managed Account Support Specialist @
2020 -2021 Workplace Planning Consultant @
2019 -2020 Workplace Planning Associate @
2015 -2019 Certified Ford Sales Associate @
2012 -2014 Portfolio Administrator, CIO @ City and County of Denver
1998 -2011 Senior Equity and Derivative Trader @
1991 -1998 Senior Equity Trader and Fixed Income Portfolio Manager @ SKB & Associates
1991 -1998 Fixed Income Portfolio Manager and Senior Equity Trader @ SKB & Associates
1990 -1991 Junior Trader @ Bank of California
1990 -1991 Trust Investment Assistant @ Bank of California
David Herrell Education
Providence College
BA (English)
1986-1990
Providence College
David Herrell Skills
Alternative Investments
Fixed Income
Bonds
Portfolio Management
Derivatives
Investments
Bloomberg
Asset Allocation
Asset Managment
Equities
Mutual Funds
Risk Management
Asset Management
ETFs
Trading
Equity Derivatives
Janus
Capital
Options
Securities
Hedge Funds
Equity Trading
David Herrell Summary
David Herrell, based in Denver, CO, US, is currently a Investment Management Consultant 2 at Fidelity Investments. David Herrell brings experience from previous roles at Fidelity Investments and Larry H. Miller Dealerships. David Herrell holds a 1986 - 1990 BA in English @ Providence College. With a robust skill set that includes Alternative Investments, Fixed Income, Bonds, Portfolio Management, Derivatives and more. David Herrell has 4 emails on RocketReach.
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