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
- 2021 -now Vice President, Clearing Client Management @
- 2017 -2021 Senior Director, Clearing Client Management at Fidelity Investments @
- 2012 -2017 Vice President, Relationship Management - Advisor Market @
- 2007 -2012 Senior Director, Custody Client Management @
- 2005 -2007 Manager and Director, Custody Client Management @
- 2000 -2005 Client Service Manager and Senior Client Service Manager, Custody Client Management @
- 1997 -2000 Personal Investing and HNW and Premium Services @
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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