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
- Program Lead - Client Services Strategy and Planning Team @ (May 2025 - Present)
- Internship: Centralized Project Manager for Tax Season 2025 @ (October 2024 - April 2025)
- Director Onboarding Leader - Client Services @ (January 2023 - April 2025)
- Sr. Onboarding Leader - Client Services @ (April 2022 - December 2022)
- Sr. Onboarding Team Leader - Client Services @ (October 2021 - April 2022)
- Team Lead - Client Services and Growth Skills @ (September 2019 - October 2021)
- Director - Mid-Level Leader - Client Services, Correspondence and Mail Services @ (May 2018 - May 2019)
- Director - Mid-Level Leader – Shared Services, Operations and Forecasting and Mail Services @ (May 2016 - May 2018)
- Director - Mid-Level Leader – Front Office and Mail Services @ (December 2013 - May 2016)
- Team Manager - Processing Transfers and Trustee Team - Client Services Processing @ (May 2012 - December 2013)
- Assistant Team Manager - Processing Purchases and New Accounts Team - Front Office @ (October 2011 - May 2012)
- Back Office Associate - Institutional, Alternative Products, Donor and Matching Funds Teams @ (January 2011 - October 2011)
- Frontline Associate Roles @ (January 2008 - January 2011)
- Independent Construction Contractor @ Business Entrepeneur (January 2005 - January 2008)
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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