David McEvoy Email & Phone Number
Vice President, Managing Director @ Fidelity Investments
5 free lookup(s).
David McEvoy Location
- California, United States
David McEvoy Work
- 2018 -now Vice President, Managing Director @
- 2016 -2017 Retirement Plan Consultant @
- 2012 -2016 HNW Investment Counselor and Financial Advisor @
- 2011 -2012 Institutional Group Associate @
- 2010 -2011 Account Executive @
- 2010 -2010 Jr. Associate @
David McEvoy Education
- Sonoma State University
Business Administration (Finance, Economics)
2005-2009
David McEvoy Skills
- Financial Services
- Asset Allocation
- Investment Management
- Series 7
- Fixed Income
- Equities
- Financial Analysis
- Asset Management
- Wealth Management
- Investments
- Critical Care
- Portfolio Management
- Microsoft Word
- PowerPoint
- Marketing
- Research
- Nursing
- Paramedic
David McEvoy Summary
- David McEvoy, based in California, United States, is currently a Vice President, Managing Director at Fidelity Investments. David McEvoy brings experience from previous roles at Sequoia Consulting Group and Fisher Investments. David McEvoy holds a 2005 - 2009 Business Administration in Finance, Economics @ Sonoma State University. With a robust skill set that includes Financial Services, Asset Allocation, Investment Management, Series 7, Fixed Income and more. David McEvoy has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Fidelity Investments Employees
Tim Codrington
Managing Director of Research
Boston, MA, US
Mike Pegnato
COO, Fidelity Personal Trust Company
Swampscott, MA, US
Abby Johnson
Chairman and Chief Executive Officer
Boston, Massachusetts, United States
Michael O'Reilly
President, Fidelity Digital Assets
Boston, MA, US
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