David Richardson Email & Phone Number
Vice President, Relationship Manager @ Fidelity Investments
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David Richardson Location
- Argyle, TX, US
David Richardson Work
- Vice President, Relationship Manager @ (November 2023 - Present)
- Capital Markets @ (January 2023 - October 2023)
- Independent Consultant @ Self-employed (September 2022 - January 2023)
- Financial Advisor @ (May 2021 - September 2022)
- Senior Client Portfolio Manager @ (May 2019 - May 2021)
- Client Portfolio Manager @ (May 2017 - May 2019)
- VP, Business Development @ SNW Asset Management (February 2015 - May 2017)
- Director of Institutional Sales @ (May 2007 - February 2015)
- VP of Business Development @ New Day Financial (September 2005 - May 2007)
- Strategic Marketing Manager @ (April 2005 - September 2005)
- Intern @ (July 2004 - September 2004)
- Intern @ (April 2004 - July 2004)
- Financial Analyst @ (April 2000 - July 2003)
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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