David Metcalfe

David Metcalfe is an experienced finance professional with a background in operations and management across multiple prominent firms. Currently serving as Director at Fidelity Investments since September 2018, David has held roles including Senior Manager of the Fidelity Funds Order Room and Brokerage Operations Analyst. Prior experience includes an onboarding consultant position at Société Générale and a supervisor role overseeing fund operations at PIMCO, where responsibilities extended to collaboration with Sales, Compliance, and Legal teams to enhance processes and mitigate key-man risk. David's extensive career began in fund operations and brokerage services, with positions at Wealth Management Systems Inc., Legg Mason, Seligman Data Corp, and PaineWebber. David holds a Bachelor of Science in Marketing from Saint Peter's University.