David Wakefield

Role: Fidelity Investments
Location: Boston, MA, US
LinkedIn followers: 500 followers

OtherView LinkedIn profile

About David Wakefield

Energetic and results driven finance executive with experience across finance, treasury…

Experience

Fidelity Investments
Present

Skills

Strategic Planning
Business Performance Management
Financial Services
Investments
Corporate Finance
Competitive Analysis
Strategy
Due Diligence
Financial Planning
Management
Capital Management
Asset Management
Alternative Investments
Financial Analysis
Capital Markets
Project Management
Treasury Management
Business Development
Private Equity
Leadership
Finance
Mergers & Acquisitions
Risk Management
Valuation
Financial Modeling
Business Analysis
Analysis
Strategic Financial Planning

Contact information

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Work email
•••••@fidelity.com
Personal email
•••••@•••••.com
Direct dial
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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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