David Thompson
Vice-President of Investment Strategists at Fidelity Investments
- Role
- Vice-president, Investment Consulting at Fidelity Investments
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Vice-president, Investment Consulting
Aug 1998 — Present · Westlake, TX, US
Manage a team of investment consultants servicing third-party advisors, consultants and plan sponsor clients.
Education
The University of Dallas
Master of Business Administration (M.B.A.)
1998 — 2000
Earlham College
Bachelor of Arts (B.A.)
1989 — 1992
Skills
- Insurance
- Series 24
- Series 7
- 401k
- Asset Allocation
- Mutual Funds
- Team Management
- Retirement
- Financial Services
- Certified Financial Planner
- Investments
- Investment Consulting
- Series 63
- Retirement Planning
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