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David Coolbaugh Email & Phone Number

Investment Management Consultant at Fidelity Investments
Location: San Antonio, Texas, United States 8 work roles 1 school
1 work email found @usaa.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@usaa.com
LinkedIn Profile matched
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Current company
Fidelity Investments
Role
Investment Management Consultant
Location
San Antonio, Texas, United States
Company size
52767 employees

Who is David Coolbaugh? Overview

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Quick answer

David Coolbaugh is listed as Investment Management Consultant at Fidelity Investments, a with 52767 employees, based in San Antonio, Texas, United States. AeroLeads shows a work email signal at usaa.com and a matched LinkedIn profile for David Coolbaugh.

David Coolbaugh previously worked as Wealth Relationship Manager, AVP at Citi and Financial Advisor at Usaa. David Coolbaugh holds Bachelor Of Science (Bs), Business Management from State University Of New York At Binghamton.

Company email context

Email format at Fidelity Investments

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{first}.{last}@usaa.com
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AeroLeads found 1 current-domain work email signal for David Coolbaugh. Compare company email patterns before reaching out.

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Profile bio

About David Coolbaugh

David Coolbaugh is a Investment Management Consultant at Fidelity Investments. He possess expertise in series 63, mutual funds, alternative investments, key account management, series 26 and 19 more skills.

Listed skills include Series 63, Mutual Funds, Alternative Investments, Key Account Management, and 20 others.

Current workplace

David Coolbaugh's current company

Company context helps verify the profile and gives searchers a useful next step.

Fidelity Investments
Fidelity Investments
Investment Management Consultant
boston, massachusetts, united states
Website
fidelity.com
Employees
52767
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Company profile
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8 roles

David Coolbaugh work experience

A career timeline built from the work history available for this profile.

Investment Management Consultant

Current
Fidelity Investments

San Antonio, Texas, United States

Oct 2021 - Present

Wealth Relationship Manager, Avp

Citi

San Antonio, Texas, United States

Responsible for attracting, deepening and managing financial relationships with affluent clients. Recognize and understand a client’s banking, credit and investment needs and goals in order to provide holistic financial solutions while working with product and other specialists.

Oct 2020 - Sep 2021

Financial Advisor

Usaa

San Antonio, Texas Area

Mar 2013 - Jun 2019

Sr. Business Development Advisor

Usaa

San Antonio, Texas Area

Responsible for developing and enhancing business relationships with 3rd party intermediaries in the Northeast (ME/NH/VT/MA/RI/CT/NY/NJ/DE)

Mar 2013 - Jun 2019

Specialized Investment Services

Usaa

San Antonio, Texas Area

Mar 2013 - Feb 2014

Vice President

American Funds Distributors
Aug 1990 - Jun 2009
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 52767 employees →

GS Gretchen Spencer Gretchen Spencer Colleague at Fidelity InvestmentsBoston, Massachusetts, United States View → MG Monique Gutierrez Monique Gutierrez Colleague at Fidelity InvestmentsErlanger, Kentucky, United States View → SE Sai Eswar Nookala Sai Eswar Nookala Colleague at Fidelity InvestmentsIrving, Texas, United States View → CH Channa Hem, Cfp® Channa Hem, Cfp® Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States View → JG James Gou James Gou Colleague at Fidelity InvestmentsTaipei City, Taiwan, Province Of China View → SE Sarika Esackimuthu Sarika Esackimuthu Colleague at Fidelity InvestmentsMumbai, Maharashtra, India View → WK Whitney Kocher-Nguyen Whitney Kocher-Nguyen Colleague at Fidelity InvestmentsConcord, Massachusetts, United States View → SB Sean Begley Sean Begley Colleague at Fidelity InvestmentsQueens, New York, United States View → LT Landry Truett Landry Truett Colleague at Fidelity InvestmentsDenver Metropolitan Area, United States View → BR Ben Rudy Ben Rudy Colleague at Fidelity InvestmentsHerriman, Utah, United States View →
1 education record

David Coolbaugh education

FAQ

Frequently asked questions about David Coolbaugh

Quick answers generated from the profile data available on this page.

What company does David Coolbaugh work for?

David Coolbaugh works for Fidelity Investments.

What is David Coolbaugh's role at Fidelity Investments?

David Coolbaugh is listed as Investment Management Consultant at Fidelity Investments.

What is David Coolbaugh's email address?

AeroLeads has found 1 work email signal at @usaa.com for David Coolbaugh at Fidelity Investments.

Where is David Coolbaugh based?

David Coolbaugh is based in San Antonio, Texas, United States while working with Fidelity Investments.

What companies has David Coolbaugh worked for?

David Coolbaugh has worked for Fidelity Investments, Citi, Usaa, U.S. Global Investors, and American Funds Distributors.

Who are David Coolbaugh's colleagues at Fidelity Investments?

David Coolbaugh's colleagues at Fidelity Investments include Gretchen Spencer, Monique Gutierrez, Sai Eswar Nookala, Channa Hem, Cfp®, and James Gou.

How can I contact David Coolbaugh?

You can use AeroLeads to view verified contact signals for David Coolbaugh at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did David Coolbaugh attend?

David Coolbaugh holds Bachelor Of Science (Bs), Business Management from State University Of New York At Binghamton.

What skills is David Coolbaugh known for?

David Coolbaugh is listed with skills including Series 63, Mutual Funds, Alternative Investments, Key Account Management, Series 26, Sales Management, Call Center Management, and Fusion Training.

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