David Janeway

David Janeway Email and Phone Number

Active Trader VIP Specialist @ Fidelity Investments
boston, massachusetts, united states
David Janeway's Location
Dallas-Fort Worth Metroplex, United States
David Janeway's Contact Details

David Janeway work email

David Janeway personal email

n/a
About David Janeway

Strong Professional and experienced trader with a demonstrated history of working in the financial services industry. Skilled in Sales, Relationship Management and Customer Service. Brigham Young University alumni. Series 4, 7 and 66 (63 also) Security Licences

David Janeway's Current Company Details
Fidelity Investments

Fidelity Investments

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Active Trader VIP Specialist
boston, massachusetts, united states
Website:
fidelity.com
Employees:
52767
David Janeway Work Experience Details
  • Fidelity Investments
    Active Trader Vip Specialist
    Fidelity Investments May 2010 - Present
    Westlake, Tx
    Managing a collective book of business for Fidelity's most profitable active investors- Engaging clients in guidance conversations, uncovering new assets from current clients and referrals-Including trading equity and option trades on advanced strategies.
    View
  • Fidelity Investments
    Private Client Group (High Net Worth) Relationship Manager
    Fidelity Investments Jul 2007 - May 2010
    Greater Salt Lake City Area
    Worked with High Net worth clients- providing day to day service , uncovered opportunities for our Financial Consultants for new business (flows) and guidance services (Portfolio reviews, annuities, estate planning and advisory accounts)
    View
  • Fidelity Investments
    Customer Service Representative
    Fidelity Investments Oct 2005 - Jul 2007
    Greater Salt Lake City Area
    View
  • Tesoro Corporation
    Store Manager
    Tesoro Corporation Nov 2001 - Sep 2005
    Salt Lake City, Utah
    View

David Janeway Skills

Investments Relationship Management Risk Management Banking Customer Service Financial Analysis Wealth Management

David Janeway Education Details

Frequently Asked Questions about David Janeway

What company does David Janeway work for?

David Janeway works for Fidelity Investments

What is David Janeway's role at the current company?

David Janeway's current role is Active Trader VIP Specialist.

What is David Janeway's email address?

David Janeway's email address is da****@****ity.com

What schools did David Janeway attend?

David Janeway attended Brigham Young University.

What skills is David Janeway known for?

David Janeway has skills like Investments, Relationship Management, Risk Management, Banking, Customer Service, Financial Analysis, Wealth Management.

Who are David Janeway's colleagues?

David Janeway's colleagues are Kelly Smith, Lourdes Rahn, Akash Kg, Zachary Williams, Arthur Martinez, Paul Laskey, Mark Flanagan.

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