David Root's Location
Medford, MA, US
David Root's Work
- Regional Investment Consultant @ Fidelity Investments
- Director Institutional Sales @ Quartz Partners Investment Management
- Regional VP, Northeast @ PageOne Financial, inc.
- Regional Vice President- Mutual Fund Sales @ Direxion
- Business Development Analyst @ Direxion Shares
- Internal Sales Consultant @ John Hancock Funds
- Regional Marketing Associate @ Putnam Investments
- Assistant Financial Advisor (Para-Planner) @ Financial Services Company
David Root's Education
- Brandeis University
BA (Econ)
1998 - 2002 - Cheshire Academy
David Root's Skills
- Morningstar
- Zephyr
- Bloomberg
- Excel
- ETFs
- SMA Sales
- Marketing
- Business Development
- Microsoft Office
- Institutional Sales
David Root's Summary
David Root, based in Medford, MA, US, is currently a Regional Investment Consultant at Fidelity Investments, bringing experience from previous roles at Quartz Partners Investment Management, PageOne Financial, Direxion Funds and Direxion Shares. David Root holds a 1998 - 2002 BA in Econ @ Brandeis University. With a robust skill set that includes Morningstar, Zephyr, Bloomberg, Excel, ETFs and more, David Root contributes valuable insights to the industry. David Root has 4 emails on RocketReach.
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