David Pizzo Location
Newport, KY, US
David Pizzo Work
- 2025 - now VP, Advisor Cocierge @ Fidelity Investments
- 2022 - 2025 Director, Managing Director @ Fidelity Investments
- 2016 - 2023 Managing Director @ Fidelity Investments
- 2015 - 2016 Director, PSA Program Development @ Fidelity Investments
- 2014 - 2015 Sr. Project Manager, Guidance Readiness @ Fidelity Investments
- 2010 - 2014 Customer Experience Improvement Lead @ Fidelity Investments
- 2007 - 2011 Interaction Lead @ Fidelity Investments
- 1997 - 2007 Customer Service Representative @ Fidelity Investments
David Pizzo Education
- University of Cincinnati
Bachelor of Business Administration (B.B.A.) (Accounting and Finance)
1992 - 1997 - University of Cincinnati
Bachelor of Business Administration - BBA (Accounting and Finance)
1992 - 1997
David Pizzo Skills
- Customer Service
- FINRA
- Finra Series 7 and 24
- Financial Services
- Relationship Management
- Investments
- Strategic Planning
- Project Management
- Call Centers
- Change Management
David Pizzo Summary
David Pizzo, based in Newport, KY, US, is currently a VP, Advisor Cocierge at Fidelity Investments. David Pizzo brings experience from previous roles at Fidelity Investments. David Pizzo holds a 1992 - 1997 Bachelor of Business Administration (B.B.A.) in Accounting and Finance @ University of Cincinnati. With a robust skill set that includes Customer Service, FINRA, Finra Series 7 and 24, Financial Services, Relationship Management and more. David Pizzo has 2 emails and 2 mobile phone numbers on RocketReach.
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