David Richardson Email & Phone Number
Vice President, Relationship Manager @ Fidelity Investments
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David Richardson Location
- Argyle, TX, US
David Richardson Work
- 2023 -now Vice President, Relationship Manager @
- 2023 -2023 Capital Markets @
- 2022 -2023 Independent Consultant @ Self-employed
- 2021 -2022 Financial Advisor @
- 2019 -2021 Senior Client Portfolio Manager @
- 2017 -2019 Client Portfolio Manager @
- 2015 -2017 VP, Business Development @ SNW Asset Management
- 2007 -2015 Director of Institutional Sales @
- 2005 -2007 VP of Business Development @ New Day Financial
- 2005 -2005 Strategic Marketing Manager @
- 2004 -2004 Intern @
- 2004 -2004 Intern @
- 2000 -2003 Financial Analyst @
David Richardson Education
- Brigham Young University
MBA
2003-2005 - Brigham Young University
BS
1994-2000 - Milton High School
High School
1990-1994
David Richardson Skills
- Portfolio Management
- Investments
- Investment Strategies
- Fixed Income
- Financial Modeling
- Risk Management
- Financial Analysis
- New Business Development
- Finance
- Asset Allocation
- Equities
- Asset Management
- Negotiation
- Leadership
- Mutual Funds
- Strategic Consulting
- Awesomeness
- Investment Management
- Investment Banking
- Client Acquisition
- Development
- Retail
- Business Development
- Solutions
David Richardson Summary
- David Richardson, based in Argyle, TX, US, is currently a Vice President, Relationship Manager at Fidelity Investments. David Richardson brings experience from previous roles at Keystone National Group, Self-employed, RBC Wealth Management and Invesco US. David Richardson holds a 2003 - 2005 MBA @ Brigham Young University. With a robust skill set that includes Portfolio Management, Investments, Investment Strategies, Fixed Income, Financial Modeling and more. David Richardson has 2 emails and 5 mobile phone numbers on RocketReach.
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