Dave North
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Dave North Email & Phone Number

Annuity Planning Consultant at Fidelity Investments at Fidelity Investments
Location: Farmington, Utah, United States 14 work roles 4 schools
1 work email found @fidelity.com 2 phones found area 801 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email d****@fidelity.com
Direct phone (801) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Annuity Planning Consultant at Fidelity Investments
Location
Farmington, Utah, United States
Company size

Who is Dave North? Overview

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Quick answer

Dave North is listed as Annuity Planning Consultant at Fidelity Investments at Fidelity Investments, a with 52767 employees, based in Farmington, Utah, United States. AeroLeads shows a work email signal at fidelity.com, phone signal with area code 801, and a matched LinkedIn profile for Dave North.

Dave North previously worked as Annuity Planning Consultant at Fidelity Investments and Workplace Planning Consultant III at Fidelity Investments. Dave North holds Bs, Business Management from University Of Phoenix.

Company email context

Email format at Fidelity Investments

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{first}.{last}@fidelity.com
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AeroLeads found 1 current-domain work email signal for Dave North. Compare company email patterns before reaching out.

Profile bio

About Dave North

I have been privileged to work for some fantastic companies over the years. I currently work for Fidelity Investments where I have been able to obtain my Series 7 & 66 licences. I truly enjoy working for a company that invests so much in their employees, and stops at nothing for their clients and participants.Before my time at Fidelity I got to spend five years at home raising my three boys. This was fun! I started my career at Deseret Mutual, a company who always did whatever was necessary to take care of their members. I have learned so much from my employers, co-workers, and kids over the years, I can't wait to continue learning and developing!

Listed skills include Process Improvement, Customer Service, Employee Benefits, Team Building, and 44 others.

Current workplace

Dave North's current company

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Fidelity Investments
Fidelity Investments
Annuity Planning Consultant at Fidelity Investments
boston, massachusetts, united states
Website
Employees
52767
AeroLeads page
14 roles · 30 years

Dave North work experience

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

Annuity Planning Consultant

Current

Salt Lake City, Utah, United States

May 2024 - Present

Workplace Planning Consultant Iii

Salt Lake City Metropolitan Area

Oct 2022 - May 2024

Workplace Planning Consultant Iv

Salt Lake City, Utah, United States

Benefits Optimization Pilot Program

Oct 2023 - Apr 2024

Workplace Planning Consultant Ii

Salt Lake City, Utah, United States

Aug 2020 - Oct 2022

Stay-At-Home Parent

North Family

Farmington, Utah

For the last four years my main responsibility has been the growth and development of my family. I have taken a few part time and volunteer positions with the understanding that they would allow me to remain focused on my most important customers. These have included, but are not limited to a current position in Facility Management for the Corporation of the Presiding Bishopric of The Church of Jesus Christ of Latter-day Saints, a dog walking service, and setting up a business for my older children to run during the summer. With all my children now attending school I am excited to return to the workforce in a full time capacity.

Mar 2014 - Nov 2018

Senior Operations Specialist (Supervisor) - Associate Development Team

Salt Lake City, Utah

I was tasked with the supervision of the Associate Development team and expanding our reach from two operational teams to all seven. This included the customer service training for over 50 departmental employees, process and policy documentation for seven different operational teams, and auditing claims and customer service calls throughout the department. Through constant communication with my team and across the company we were able to restore trust and a sense of teamwork that was missing before I accepted this role. Collaboration with other departmental teams was restored.

May 2011 - Mar 2014

Operations Specialist (Supervisor) - Claims & Customer Service

Salt Lake City, Utah

In this role I was looked at to resolve high dollar, and often higher urgency, customer concerns. Calls would come from several customer groups, and I was to find resolutions to each of their concerns. Customers often did not understand how our product worked along with typical health insurance. My job was to understand their concerns and communicate with them how we could work together to find a resolution. As a result of empathetic and tactful communication I was able to increase the financial savings in this position by an average of 25% each year.

May 2007 - May 2011

Senior Claims Processor/Customer Service

Salt Lake City, Utah

Delivering frontline customer service was a passion of mine. I communicated with customers, both domestic and international, by email and over the phone to ensure the customer was using our product correctly. What made me successful in this position was having a desire to gain product knowledge so that I could share that knowledge with our customers. Knowing how our company worked, who was responsible for what and what I was able to do really cemented my ability to assist customers and build a solid foundation that would prove to be helpful for years to come.

Dec 2005 - May 2007

Route Representative / Assistant Billing Clerk

Ogden, Utah

As a Route Sales Representative I was responsible to deliver & engage with our clientele at Hill Air Force Base in Clearfield, UT. In this position I was looked at to build and maintain relationships to ensure that we were providing clients with the textiles they needed to do their jobs efficiently. One of the challenges in this position was communicating with customers and associates who didn’t speak your language. Creative communication was often required to bridge the communication gap and get the job done.

Jun 2004 - Nov 2005

Inventory & Logistics Clerk

Northwest Research, Inc.

Ogden, Utah

In this position I was responsible for high dollar inventory management. Ensuring that our customers product was being safely secured while reps identified the owners and where they wanted their product shipped.

Nov 2003 - Jun 2004

Logistics Specialist

Salt Lake City, Utah

My main responsibilities included picking, packing and shipping product to our customers worldwide. In this position I learned that every job has a customer service aspect, and that it is often portrayed in the details. The accuracy of which a product is picked, the care of how it is packaged, and the timeliness it is shipped are all seen by the customer, and reflect upon the company. I enjoyed taking pride in these details.

1997 - 2003 ~6 yrs
Team & coworkers

Colleagues at Fidelity Investments

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

4 education records

Dave North education

As, General Education & Business Administration

Earned two degrees at SLCC, one Associates in General Education, and another Associates in Business Administration.

High School Diploma, General Studies

Alta High School

Activities and Societies: Chamber Chorale, All State Choir ('96 & '97) Heavily involved in choir: Jazz, Madrigals & All-State.

FAQ

Frequently asked questions about Dave North

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

What company does Dave North work for?

Dave North works for Fidelity Investments.

What is Dave North's role at Fidelity Investments?

Dave North is listed as Annuity Planning Consultant at Fidelity Investments at Fidelity Investments.

What is Dave North's email address?

AeroLeads has found 1 work email signal at @fidelity.com for Dave North at Fidelity Investments.

What is Dave North's phone number?

AeroLeads has found 2 phone signal(s) with area code 801 for Dave North at Fidelity Investments.

Where is Dave North based?

Dave North is based in Farmington, Utah, United States while working with Fidelity Investments.

What companies has Dave North worked for?

Dave North has worked for Fidelity Investments, North Family, Deseret Mutual, Alsco - American Linen, and Northwest Research, Inc..

Who are Dave North's colleagues at Fidelity Investments?

Dave North's colleagues at Fidelity Investments include Shriya Suman, Anthony Lees, Luke Sturgis, Jessica Legault, Pmp, and Rigdon Whitfield.

How can I contact Dave North?

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

What schools did Dave North attend?

Dave North holds Bs, Business Management from University Of Phoenix.

What skills is Dave North known for?

Dave North is listed with skills including Process Improvement, Customer Service, Employee Benefits, Team Building, Customer Satisfaction, Training, Software Documentation, and Insurance.

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