David C Monte
Director, Retirement Planner - Tax Exempt Markets @Fidelity Investments
Salt Lake City, UT, US
EMAILS
d••••••••@fidelity.com
MOBILE NUMBERS
+19•••••••85
Signup · Get unlimited contacts
WORK HISTORY
Jul 2023 — Present
Director, Retirement Planner - Tax Exempt Markets @Fidelity Investments
View department →
Salt Lake City, UT, US
EDUCATION
1974 — 1978
Old Saybrook Senior High School
High School Diploma, College Prep
1983 — 1987
Texas McCombs School of Business
Bachelor of Business Administration (BBA), Finance and Real Estate (Dual Degree Major) | http://registrar.utexas.edu/students/degrees/verify
1978 — 1981
Boston University
Pre-Med
SKILLS
Public SpeakingFinancial PlanningFinancial AnalysisStrategic PlanningManagementProperty & Casualty InsuranceUnderwritingB2b MarketingPublic RelationsConsultative SellingCorporate TrainingSales Leadership TrainingSecurities LicenseLife & Health Insurance LicensesFinancial AdvisoryBusiness DevelopmentManagement ConsultingCopywritingMarketing CopyContent WritingTechnical WritingProduct MarketingCoaching & MentoringEntrepreneurshipPublic ServicesState PoliticsRetail BankingPsychotherapyGroup TherapyMental Health CounselingPowerpointMicrosoft Word
ABOUT DAVID C MONTE
After 25 years in marketing, underwriting, and territory management with two major…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.