Managed Account Support Specialist @ (November 2021 - October 2024)
Workplace Planning Consultant @ (August 2020 - December 2021)
Workplace Planning Associate @ (October 2019 - August 2020)
Certified Ford Sales Associate @ (January 2015 - May 2019)
Portfolio Administrator, CIO @ City and County of Denver (January 2012 - January 2014)
Senior Equity and Derivative Trader @ (January 1998 - January 2011)
Senior Equity Trader and Fixed Income Portfolio Manager @ SKB & Associates (October 1991 - June 1998)
Fixed Income Portfolio Manager and Senior Equity Trader @ SKB & Associates (January 1991 - January 1998)
Junior Trader @ Bank of California (August 1990 - October 1991)
Trust Investment Assistant @ Bank of California (January 1990 - January 1991)
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 and 4 mobile phone numbers on RocketReach.
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