David Pizzo
VP, Advisor Cocierge @Fidelity Investments
Newport, KY, US
EMAILS
d••••••••@fmr.com
MOBILE NUMBERS
+18•••••••10
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WORK HISTORY
Jul 2025 — Present
VP, Advisor Cocierge @Fidelity Investments
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US
EDUCATION
1992 — 1997
University of Cincinnati
Bachelor of Business Administration - BBA, Accounting and Finance
1992 — 1997
University of Cincinnati
Bachelor of Business Administration (B.B.A.), Accounting and Finance
SKILLS
FinanceCall CentersInvestmentsProcess ImprovementProject ManagementSeries 7Relationship ManagementRetirementBusiness AnalysisMutual FundsRisk ManagementStrategic PlanningChange ManagementCustomer ServiceFinancial ServicesBusiness Process Improvement401kInsuranceLeadershipManagementSeries 63FinraFinra Series 7 and 24
ABOUT DAVID PIZZO
VP, Advisor Concierge at Fidelity Investments
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