David Monte Email & Phone Number
Director, Retirement Planner - Tax Exempt Markets @ Fidelity Investments
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David Monte Location
- Salt Lake City, UT, US
David Monte Work
- 2023 - now Director, Retirement Planner - Tax Exempt Markets @
- 2016 - now High Net Worth Service Associate II @
- 2014 - 2015 Financial Advisor @
- 2003 - 2012 Senior Select Customer Sales Consultant @
- 1987 - 2003 Senior Underwriting Officer | Territory Manager @
- 1980 - 1982 Group Therapist @
David Monte Education
- The University of Texas at Austin - Red McCombs School of Business
Bachelor of Business Administration (BBA) (Finance and Real Estate (Dual Degree Major) | http://registrar.utexas.edu/students/degrees/verify)
1983 - 1987 - Boston University
(Pre-Med)
1978 - 1981 - Old Saybrook Senior High School
High School Diploma (College Prep)
1974 - 1978
David Monte Skills
- Product Marketing
- Financial Advisory
- Consultative Selling
- PowerPoint
- Public Speaking
- Financial Planning
- Business Development
- B2B Marketing
- Strategic Planning
- Public Services
- Technical Writing
- Management Consulting
- Underwriting
- Corporate Training
- Group Therapy
- Microsoft Word
- Entrepreneurship
- Financial Analysis
- Marketing Copy
- Psychotherapy
- Property And Casualty Insurance
- Mental Health Counseling
- Management
- Securities License
- Public Relations
- Coaching and Mentoring
- Retail Banking
- Copywriting
- State Politics
- Life And Health Insurance Licenses
- Content Writing
- Sales Leadership Training
- Investment Management
David Monte Summary
- David Monte, based in Salt Lake City, UT, US, is currently a Director, Retirement Planner - Tax Exempt Markets at Fidelity Investments. David Monte brings experience from previous roles at Fidelity Investments, Edward Jones, The Hartford and Chubb. David Monte holds a 1983 - 1987 Bachelor of Business Administration (BBA) in Finance and Real Estate (Dual Degree Major) | http://registrar.utexas.edu/students/degrees/verify @ The University of Texas at Austin - Red McCombs School of Business. With a robust skill set that includes Product Marketing, Financial Advisory, Consultative Selling, PowerPoint, Public Speaking and more. David Monte has 2 emails and 2 mobile phone numbers on RocketReach.
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