David M. is a financial representative at Fidelity Investments since June 2023, specializing in customer service and assisting clients with brokerage accounts and IRA contributions. Previously, David held the position of associate banker at JPMorgan Chase & Co. from May 2022 to June 2023, where responsibilities included supporting traditional banking needs and educating clients on digital platforms. David also gained experience in event setup at Hyatt Regency Bellevue from August 2021 to May 2022 and at Hyatt Regency from July 2017 to September 2020, demonstrating strong communication and organizational skills. David's educational background includes attendance at the University of Washington from 2019 to 2023 and Seattle Central College from 2017 to 2019, along with completion of high school at Franklin High School in 2019.
Sign up to view 1 direct report
Get started