David Bustamante
Associate Planner at The Retirement Solution
- Role
- Planning Consultant at Fidelity Investments
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About David Bustamante
Client Service Associate with 5 years of client service experience working with a diverse book of clients through effective team collaboration and financial planning solutions. Knowledgeable in gathering information, onboarding, and presenting client-focused solutions.
Experience
Planning Consultant
Aug 2024 — Present · Redmond, WA, US
Education
Brigham Young University - Idaho
Bachelor's degree, Financial Economics
2013 — 2016
Green River College
Associate of Science - AS, Chemistry
2010 — 2012
Green River College
Associate of Science (A.S.), Engineering
2010 — 2012
Liahona Cordillera
High School, Engineering Physics
1995 — 2006
Skills
- Microsoft Office
- Customer Retention
- Photoshop
- Swaps
- Bloomberg
- Spanish-Speaking
- Inorganic Chemistry
- Economic Policy
- Forecasting
- Sales Management
- Financial Economics
- Public Speaking
- Calculus
- Team Leadership
- Customer Satisfaction
- International Economics
- International Trade
- Personnel Supervision
- Financial Risk
- Entrepreneurship
- Data Analysis
- Integrated Pest Management
- Data Collection
- Chemistry
- Financial Reporting
- Organic Chemistry
- Customer Engagement
- Futures Trading
- Etfs
- Microsoft Excel
- Economics
- Yield Curve
- Roth Ira
- Laboratory Skills
- Options Strategies
- Critical Thinking
- Chile
- Strategic Financial Planning
- Translation
- Laboratory Equipment
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