David Peagram
- Role
- Director, Wealth Advisor Solutions at Fidelity Investments
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About David Peagram
Driven, results-oriented professional with experience in financial services, wealth…
Experience
Director, Wealth Advisor Solutions
Jul 2023 — Present
Skills
- Analysis
- Microsoft Excel
- Investments
- Budgets
- Valuation
- Budgeting
- Financial Modeling
- Forecasting
- Financial Support
- Business Development
- Customer Service
- Accounting
- Portfolio Management
- Financial Forecasting
- Financial Analysis
- Financial Reporting
- Management
- Market Research
- Finance
- Budget Modeling
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