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@fidelity.com
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David Gammon is listed as Fidelity Investments at Fidelity Investments, a company with 52767 employees, based in Salt Lake City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for David Gammon.
David Gammon previously worked as Annuity Sales Assistant at Fidelity Investments and Annuity Service Representative III at Fidelity Investments. David Gammon holds Bachelor Of Science (B.S.), Finance, General from Weber State University.
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AeroLeads found 1 current-domain work email signal for David Gammon. Compare company email patterns before reaching out.
David Gammon is a Fidelity Investments at Fidelity Investments. He possess expertise in portfolio management, microsoft office, real estate transactions, property management, team oriented and 4 more skills.
Listed skills include Portfolio Management, Microsoft Office, Real Estate Transactions, Property Management, and 5 others.
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Salt Lake City, Utah, United States
* Support sales activities and the day to day operations of a team of 20+ Annuity Planning Consultants.* Sign as sales principal for new applications.* Ensure adherence to compliance standards and recordkeeping requirements.* Take customer escalations and follow through to make sure problems are resolved and the customer's needs are met.* Series 7, 63, &.
* Helped explain complex financial products to clients in a way that's easy to understand, so they could better understand what they own.* Placed customer trades.* General account maintenance.* Assisted the Case Management team with service issues that required additional time and research to fully resolve.
South Jordan, UT
* Specialized in providing financial advice to employees of corporate clients who receive company stock, restricted shares, and stock options as part of their employer's benefit package. * Assisted participants with account maintenance, selling company shares, and exercising stock options.* Drove long term relationships and loyalty by building rapport with.
Salt Lake City
Investment Solutions Representative: September 2014 - October 2014* Built relationships with customers through inbound and outbound calls by providing an end-to-end sales experience.* Provided guidance and support to help clients meet their financial goals by utilizing portfolio reviews, asset allocation discussions.* Assisted customers with establishing.
Salt Lake City
Manage a portfolio of up to 180 assets for the company’s largest client. Coordinate with real estate agents weekly to ensure tasks are completed in a timely manner, approve agent expenses, write market analysis and price recommendation for client’s review with each new listing, negotiate offers, review contracts and addenda prior to management execution.
Managed a portfolio of 200+ assets for the company’s largest client. Hired listing agents for new properties, approved repair requests, analyzed BPO and appraisal reports, set the optimal list price, negotiate offers, review and execute contracts and addenda, ensure closing timelines are met.
Salt Lake City
Managed over 100 property closings per month for the company's largest client. Review deeds prior to execution by Sr. management. Communicated daily with vendors to ensure closing timelines are met. Inform client of closing status on an ongoing basis.
Salt Lake City
Bankruptcy: Referred Notices of Default to our attorneys and monitored stipulation agreements. Assisted customers with bankruptcy issues over the phone.Junior Lien: Protected the interest of Jr. liens by monitoring the Sr. liens for possible foreclosure actions. Tracked surplus funds after a Sr. lien foreclosure and charged off accounts when required.
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
Jermaine D. Edwards, Cfp®
Colleague at Fidelity InvestmentsCenter Valley, Pennsylvania, United States, United States
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Patrick Betancourt
Colleague at Fidelity InvestmentsGreater Phoenix Area, United States
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Richard Hartnett
Colleague at Fidelity InvestmentsJersey City, New Jersey, United States, United States
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Brittney Tebay
Colleague at Fidelity InvestmentsToledo, Ohio, United States, United States
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David Dhanasekar
Colleague at Fidelity InvestmentsChennai, Tamil Nadu, India, India
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Bob Guest
Colleague at Fidelity InvestmentsWeymouth, Massachusetts, United States, United States
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Yeshi Y.
Colleague at Fidelity InvestmentsNew York, New York, United States, United States
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Tim Tessier
Colleague at Fidelity InvestmentsSalem, New Hampshire, United States, United States
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Brenda Knudsen
Colleague at Fidelity InvestmentsSan Francisco, California, United States, United States
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Priyanka Bhargava
Colleague at Fidelity InvestmentsGurgaon, Haryana, India, India
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Quick answers generated from the profile data available on this page.
David Gammon works for Fidelity Investments.
David Gammon is listed as Fidelity Investments at Fidelity Investments.
AeroLeads has found 1 work email signal at @fidelity.com for David Gammon at Fidelity Investments.
David Gammon is based in Salt Lake City Metropolitan Area, United States, United States while working with Fidelity Investments.
David Gammon has worked for Fidelity Investments, Morgan Stanley, Brighton Real Estate Services, Phoenix Asset Management, and Green River Capital.
David Gammon's colleagues at Fidelity Investments include Jermaine D. Edwards, Cfp®, Patrick Betancourt, Richard Hartnett, Brittney Tebay, and David Dhanasekar.
You can use AeroLeads to view verified contact signals for David Gammon at Fidelity Investments, including work email, phone, and LinkedIn data when available.
David Gammon holds Bachelor Of Science (B.S.), Finance, General from Weber State University.
David Gammon is listed with skills including Portfolio Management, Microsoft Office, Real Estate Transactions, Property Management, Team Oriented, Customer Service, Market Analysis, and Customer Satisfaction.
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