David Wakefield Email & Phone Number
Chief Financial Officer @ D.A. Davidson Companies
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
David Wakefield Location
- Boston, MA, US
David Wakefield Work
- 2026 -now Chief Financial Officer @
- 2023 -2026 Head of Finance and Strategy, Fund Brokerage Operations and Technology @
- 2020 -2023 Head of Finance and Strategy, Fidelity Institutional @
- 2018 -2020 Head of Finance, Fidelity Clearing and Custody Solutions @
- 2014 -2018 Vice President, Strategy, Planning and Analytics, Fidelity Asset Management @
- 2013 -2014 Vice President Decision Support and Business Analysis, Corporate Finance @
- 2009 -2013 Vice President Capital Planning, Corporate Treasury @
- 2008 -2009 Senior Director, FMR LLC Corporate Finance @
- 2007 -2008 Senior Director, Corporate Treasury @
- 2005 -2007 Project Manager, Financial Leadership Program @
- 2002 -2003 Associate @ Duff & Phelps Capital Partners, LLC
- 2000 -2002 Analyst @ VIGIC Services, LLC
- 1998 -2000 Analyst @
David Wakefield Education
- Babson College - Franklin W. Olin Graduate School of Business
MBA (Global Management)
2003-2005 - Fairfield University
BA (History)
1994-1998
David Wakefield Skills
- Strategic Financial Planning
- Strategy
- Financial Analysis
- Project Management
- Valuation
- Corporate Finance
- Financial Modeling
- Business Performance Management
- Finance
- Business Development
- Treasury Management
- Investments
- Capital Markets
- Risk Management
- Alternative Investments
- Private Equity
- Due Diligence
- Mergers & Acquisitions
- Capital Management
- Competitive Analysis
- Training
- Financial Planning
- Leadership
- Strategic Planning
- Financial Services
- Management
- Customer Service
- Mergers and Acquisitions
- Business Analysis
- Analysis
- Asset Management
- Leadership Development
David Wakefield Summary
- David Wakefield, based in Boston, MA, US, is currently a Chief Financial Officer at D.A. Davidson Companies. David Wakefield brings experience from previous roles at Fidelity Investments. David Wakefield holds a 2003 - 2005 MBA in Global Management @ Babson College - Franklin W. Olin Graduate School of Business. With a robust skill set that includes Strategic Financial Planning, Strategy, Financial Analysis, Project Management, Valuation and more. David Wakefield has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different David Wakefield?
Find contact details for 700 million professionals.
Others Named David Wakefield
David Wakefield
CEO
Houston, TX, US
David Wakefield
Chief Financial Officer
Boston, MA, US
David Wakefield
Associate Vice President
Memphis, TN, US
David Wakefield
CEO
Oceanside, CA, US
David Wakefield
Vice President of Sales
Nashville, TN, US
Top D.A. Davidson Companies Employees
Amy Hermes
Managing Director and Co-Head of Davidson Engage (The DEN)
Los Angeles, CA, US
David Wakefield
Chief Financial Officer
Boston, MA, US
Rob Rezek
VP Infrastructure and Services
Great Falls, MT, US
Larry Martinez
Chief Executive Officer
Great Falls, MT, US
John Backus
Managing Director, Institutional FIG Specialist
Rockville Centre, NY, US
Michael Purpura
President, Wealth Management
Seattle, WA, US
Cody Wilson
Managing Director
Atlanta, GA, US
Steve Condon
President Asset Management and Trust
Seattle, WA, US
Amy Hayman
Managing Director
Chicago, IL, US
Eric Duran
Managing Director, Public Finance Banker
Denver, CO, US
Marc Dispense
President - Fixed Income Capital Markets
Denver, CO, US
Marcus Lambert
Managing Director
New Orleans, LA, US
Jere McGuffee
Managing Director
Memphis, TN, US
Matt Cooney
Chief Operating Officer, Equity Capital Markets
Irvine, CA, US
Justin Jones
Senior Vice President, Chief Information Security Officer
Great Falls, MT, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co