David Waller Email & Phone Number
Vice President, Clearing Client Management @ Fidelity Investments
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David Waller Location
- Haslet, TX, US
David Waller Work
- Vice President, Clearing Client Management @ (July 2021 - Present)
- Senior Director, Clearing Client Management at Fidelity Investments @ (September 2017 - June 2021)
- Vice President, Relationship Management - Advisor Market @ (October 2012 - September 2017)
- Senior Director, Custody Client Management @ (December 2007 - October 2012)
- Manager and Director, Custody Client Management @ (June 2005 - December 2007)
- Client Service Manager and Senior Client Service Manager, Custody Client Management @ (November 2000 - June 2005)
- Personal Investing and HNW and Premium Services @ (September 1997 - November 2000)
David Waller Education
- The University of Dallas
Master of Business Administration (MBA) (Business/Commerce, General)
2002-2005 - Harding University
Bachelor of Business Administration (BBA) (Marketing/Marketing Management, General)
1992-1996
David Waller Skills
- Financial Services
- Series 7
- Mutual Funds
- Series 63
- Wealth Management
- Investments
- 401k
- Process Improvement
- Change Management
- Relationship Management
- Management
- Marketing
- Finance
- Financial Analysis
- Sales
David Waller Summary
- David Waller, based in Haslet, TX, US, is currently a Vice President, Clearing Client Management at Fidelity Investments. David Waller brings experience from previous roles at Fidelity Investments. David Waller holds a 2002 - 2005 Master of Business Administration (MBA) in Business/Commerce, General @ The University of Dallas. With a robust skill set that includes Financial Services, Series 7, Mutual Funds, Series 63, Wealth Management and more. David Waller has 2 emails and 1 mobile phone numbers on RocketReach.
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