Fidelity
David Curtis has over two decades of experience in leadership and client services within the financial sector. Currently serving as a Director and Leader Proficiency Coach at Fidelity Investments since 2016, David has held multiple roles focused on onboarding and client services. Prior to this, David worked at American Century Investments from 2000 to 2005, where notable positions included Director of Relationship Services and Business Retirement Services Regional Manager, overseeing teams across multiple locations and managing complex client relationships. David holds a Bachelor of Arts in Political Science from the University of Nebraska-Lincoln.
This person is not in any teams
This person is not in any offices
Fidelity
195 followers
Fidelity is a privately owned investment manager. It also provides IRAs, 401(k) rollovers, annuities, discount brokerage services, retirement services, estate planning, wealth management, securities execution and clearance, and life insurance services to its clients. Fidelity provides its services to individual investors, businesses, financial advisors, and institutions. It manages equity, fixed income, and balanced mutual funds. Fidelity invests in the public equity and fixed income markets across the globe. It conducts in-house research to make its investments. Fidelity operates as a subsidiary of FMR LLC. It began operation in 1946, with its headquarters in Boston in Massachusetts.