David Wakefield Email & Phone Number
Head of Finance and Strategy, Fund Brokerage Operations and Technology @ Fidelity Investments
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David Wakefield Location
- Boston, MA, US
David Wakefield Work
- 2023 - now Head of Finance and Strategy, Fund Brokerage Operations and Technology @
- 2020 - now 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 2003 - 2005
- Fairfield University 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 Head of Finance and Strategy, Fund Brokerage Operations and Technology at Fidelity Investments. David Wakefield brings experience from previous roles at Fidelity Investments. David Wakefield holds a 2003 - 2005 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.
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