David Monte's Location
Florida, United States
David Monte's Work
- Vice President, Branch Manager @ Charles Schwab
- Assistant Branch Manager, Client Relationship Advisor @ Charles Schwab
- Senior Manager Wealth Management @ USAA
- Director Wealth Management @ USAA
- Vice President and Senior Account Executive @ Fidelity Investments
- Vice President and Private Client Advisor @ U.S. Trust, Bank of America Private Wealth Management
- VP and Branch Manager @ Charles Schwab
- Branch Manager @ Dreyfus Service Corporation
- Director of Trading - Advisor Resource Group @ Fidelity Investments
- Branch Manager @ Fidelity Investments
David Monte's Education
- Northeastern University
Masters (Business Administration)
1989 - 1992 - Ursinus College
Bachelor of Arts (Political Science)
1979 - 1982
David Monte's Skills
- Public Speaking
- Investments
- Human Resources
- Investment Management
- Microsoft Office
- 401k Rollovers
- Asset Allocation
- Recruiting
- Strategy
- Wealth Management
David Monte's Summary
David Monte, based in Florida, United States, is currently a Vice President, Branch Manager at Charles Schwab, bringing experience from previous roles at Charles Schwab, USAA and Fidelity Investments. David Monte holds a 1989 - 1992 Masters in Business Administration @ Northeastern University. With a robust skill set that includes Public Speaking, Investments, Human Resources, Investment Management, Microsoft Office and more, David Monte contributes valuable insights to the industry. David Monte has 5 emails and 1 mobile phone number on RocketReach.
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