David Richardson Email & Phone Number
Vice President, Relationship Manager @ Fidelity Investments
5 free lookup(s).
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 2 mobile phone numbers on RocketReach.
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Top Fidelity Investments Employees
Christopher Melia
CIO - Head of Wealth Technology
Boston, MA, US
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
David Wolf
Chief Product Officer, Finance Platform
Boston, MA, US
Michael O'Reilly
President, Fidelity Digital Assets
Boston, MA, US
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