David Self Email
Program Lead - Client Services Strategy and Planning Team @ Fidelity Investments
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David Self Location
- Denver, CO, US
David Self Work
- 2025 - now Program Lead - Client Services Strategy and Planning Team @
- 2024 - 2025 Internship: Centralized Project Manager for Tax Season 2025 @
- 2023 - 2025 Director Onboarding Leader - Client Services @
- 2022 - 2022 Sr. Onboarding Leader - Client Services @
- 2021 - 2022 Sr. Onboarding Team Leader - Client Services @
- 2019 - 2021 Team Lead - Client Services and Growth Skills @
- 2018 - 2019 Director - Mid-Level Leader - Client Services, Correspondence and Mail Services @
- 2016 - 2018 Director - Mid-Level Leader – Shared Services, Operations and Forecasting and Mail Services @
- 2013 - 2016 Director - Mid-Level Leader – Front Office and Mail Services @
- 2012 - 2013 Team Manager - Processing Transfers and Trustee Team - Client Services Processing @
- 2011 - 2012 Assistant Team Manager - Processing Purchases and New Accounts Team - Front Office @
- 2011 - 2011 Back Office Associate - Institutional, Alternative Products, Donor and Matching Funds Teams @
- 2008 - 2011 Frontline Associate Roles @
- 2005 - 2008 Independent Construction Contractor @ Business Entrepeneur
David Self Education
- University of Northern Colorado
Bachelor of Arts with Honors (PSYCHOLOGY)
David Self Summary
- David Self, based in Denver, CO, US, is currently a Program Lead - Client Services Strategy and Planning Team at Fidelity Investments. David Self brings experience from previous roles at Fidelity Investments. David Self holds a Bachelor of Arts with Honors in PSYCHOLOGY @ University of Northern Colorado. David Self has 1 emails on RocketReach.
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