David Terrell's Location
Roanoke, TX, US
David Terrell's Work
- Director, Compliance @ Fidelity Investments
- Senior Director- RIA Client Services @ Fidelity Investments
- Senior Operations Manager @ Fidelity Investments
- Team Leader @ Fidelity Investments
- Account Delegate @ Fidelity Investments
- Senior Associate @ Fidelity Investments
- Trader @ Fidelity Investments
- Mail Services Associate @ Fidelity Investments
- Board of Directors member @ Northern Kentucky Area Development District
David Terrell's Education
- Xavier University
MBA (Business)
2006 - 2008 - Northern Kentucky University
Bachelors (Finance)
2000 - 2004
David Terrell's Skills
- Leadership
- Series 7
- Series 63
- Financial Services
- Securities
- Mutual Funds
- Investments
- Process Improvement
- Business Analysis
- Equities
David Terrell's Summary
David Terrell, based in Roanoke, TX, US, is currently a Director, Compliance at Fidelity Investments, bringing experience from previous roles at Fidelity Investments. David Terrell holds a 2006 - 2008 MBA in Business @ Xavier University. With a robust skill set that includes Leadership, Series 7, Series 63, Financial Services, Securities and more, David Terrell contributes valuable insights to the industry. David Terrell has 3 emails on RocketReach.
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