David Wakefield Email & Phone Number
Chief Financial Officer @ D.A. Davidson Companies
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David Wakefield Location
- Boston, MA, US
David Wakefield Work
- Chief Financial Officer @ (July 2026 - Present)
- Head of Finance and Strategy, Fund Brokerage Operations and Technology @ (June 2023 - January 2026)
- Head of Finance and Strategy, Fidelity Institutional @ (March 2020 - June 2023)
- Head of Finance, Fidelity Clearing and Custody Solutions @ (June 2018 - March 2020)
- Vice President, Strategy, Planning and Analytics, Fidelity Asset Management @ (December 2014 - May 2018)
- Vice President Decision Support and Business Analysis, Corporate Finance @ (July 2013 - December 2014)
- Vice President Capital Planning, Corporate Treasury @ (July 2009 - June 2013)
- Senior Director, FMR LLC Corporate Finance @ (January 2008 - June 2009)
- Senior Director, Corporate Treasury @ (June 2007 - December 2008)
- Project Manager, Financial Leadership Program @ (June 2005 - June 2007)
- Associate @ Duff & Phelps Capital Partners, LLC (January 2002 - January 2003)
- Analyst @ VIGIC Services, LLC (September 2000 - March 2002)
- Analyst @ (July 1998 - September 2000)
David Wakefield Education
- Babson F.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 F.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.
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