David M. Cataldo

Senior Manager, Finance at Fidelity Investments | Veteran

Role: Senior Manager, Finance - Wealth Distribution Finance at Fidelity Investments
Location: Boston, MA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About David M. Cataldo

Detail-oriented and dedicated finance professional and veteran with nine years experience…

Experience

Senior Manager, Finance - Wealth Distribution Finance
Fidelity Investments
Jun 2024 — Present

Education

Bryant University
Master of Business Administration - MBA
2024
Bryant University
Bachelor’s Degree
2011 — 2015

Skills

Sas Enterprise Guide
Sas Programming
Leadership
Factset
Public Speaking
Sas Base
Building Relationships
Financial Analysis
Microsoft Word
Team Leadership
Sas Enterprise Miner
Oracle Business Intelligence
Time Management
Hyperion Essbase
Teamwork
Listener
Access
Accounting
Statistics
Brio Explorer
Customer Service
Writing
Equity Valuation
Organization
Ebay Sales
Social Media
Microsoft Office
Prophix
Powerpoint
Microsoft Excel

Contact information

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Work email
•••••@fidelity.com
Personal email
•••••@•••••.com
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Current company

Fidelity Investments

Financial Services · 85K employees · Founded 1946 · Boston, Massachusetts, United States

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

fidelity.com

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