David Woolf Email & Phone Number
Investment Management Consultant II @ Fidelity Investments
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David Woolf Location
- Attleboro, MA, US
David Woolf Work
- 2024 - now Investment Management Consultant II @
- 2022 - 2024 Managed Solutions Consultant @
- 2009 - 2022 Sr. Regional Investment Consultant, CIMA® - Wirehouse, Independent, Bank and Insurance channel NYC @
- 2008 - 2008 Director of Channel Sales @ Capital Allocation Partners
- 2001 - 2008 Sr. Sales Consultant and Hybrid Wholesaler @
- 2000 - 2001 CSR @
- 1997 - 2000 Unit Manager @
David Woolf Education
- Bradford College Haverhill Ma USA
BA (Lilberal Arts)
1981 - 1985
David Woolf Skills
- FINRA
- Series 63
- Consultative Selling
- Investments
- New Business Development
- Asset Management
- Series 7
- Finance
- Retirement
- 401k
- Asset Allocation
- Financial Services
- Retirement Planning
- Mutual Funds
- Sales
- Investment Management
- CIMA
- Selling
David Woolf Summary
- David Woolf, based in Attleboro, MA, US, is currently a Investment Management Consultant II at Fidelity Investments. David Woolf brings experience from previous roles at Fidelity Investments, Capital Allocation Partners and Evergreen Investments. David Woolf holds a 1981 - 1985 BA in Lilberal Arts @ Bradford College Haverhill Ma USA. With a robust skill set that includes FINRA, Series 63, Consultative Selling, Investments, New Business Development and more. David Woolf has 2 emails and 1 mobile phone numbers on RocketReach.
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