Garrett Daves

Garrett Daves Email and Phone Number

High Net Worth Associate @ Fidelity Investments
boston, massachusetts, united states
Garrett Daves's Location
Portland, Oregon, United States, United States
About Garrett Daves

Garrett Daves is a High Net Worth Associate at Fidelity Investments. They is proficient in English.

Garrett Daves's Current Company Details
Fidelity Investments

Fidelity Investments

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High Net Worth Associate
boston, massachusetts, united states
Website:
fidelity.com
Employees:
52767
Garrett Daves Work Experience Details
  • Fidelity Investments
    High Net Worth Associate
    Fidelity Investments Apr 2024 - Present
    Portland, Oregon Metropolitan Area
    View
  • Cash App
    Brokerage Operations-Account Monitoring Specialist
    Cash App Sep 2022 - Apr 2024
    Portland, Oregon, United States
    -Collaborate with customer facing advocates to ensure proper handling of ACATs, DRS and Internal transfers.-Review and processing of ATOs, Deceased accounts, POA, Liens Levies & Garnishments.
    View
  • Cash App
    Brokerage Operations Specialist
    Cash App Jul 2020 - Sep 2022
    Portland, Oregon, United States
    Front Office Operations
    View
  • Peoples Bank
    Relationship Manager
    Peoples Bank Feb 2019 - Jul 2020
    Bellingham, Washington Area
    Experienced Manager with a demonstrated history of working in the financial services industry. Skilled in Business Relationship Management, Risk Management, Customer Service, Branch Management and Branch Banking
    View
  • Fidelity Investments
    Financial Representative-High Net Worth
    Fidelity Investments Sep 2015 - Oct 2018
    Delivered excellent customer service to the needs and concerns of high value clients. While also executing Mutual Fund, Equity and Options Trading.Provided expertise on questions regarding retirement, taxation and the markets.
    View

Garrett Daves Education Details

Frequently Asked Questions about Garrett Daves

What company does Garrett Daves work for?

Garrett Daves works for Fidelity Investments

What is Garrett Daves's role at the current company?

Garrett Daves's current role is High Net Worth Associate.

What schools did Garrett Daves attend?

Garrett Daves attended Colorado State University.

Who are Garrett Daves's colleagues?

Garrett Daves's colleagues are Benjamin Milek, Andrias Campbell, Scott Ayers, Kaushik Maddipatti, Tarun Shedhani, Omar Moustafa, Sethu As.

Not the Garrett Daves you were looking for?

  • Garrett Daves

    Garrett Daves
    Student At Colorado State University
    Fort Collins, Co
    5
    hotmail.com, fidelity.com, gmail.com, trailsendcamp.com, cash.app

    2 +130350XXXXX

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