David Monte
High Net Worth Service Associate II at Fidelity Investments | Salt Lake City Metropolitan Area, United States
David Monte’s Email & Phone Number
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David Monte serves as a High Net Worth Service Associate II at Fidelity Investments within the financial services industry, operating out of the Salt Lake City Metropolitan Area. His professional identity centers on his work as a Director and Retirement Planner who specializes in tax-exempt markets. He completed his primary business education at the Texas McCombs School of Business, which provides the analytical foundation for his client-focused retirement advisory practice.
BEST APPROACH TO REACH David Monte
Reach out via personal email during mid-morning weekdays, opening with a concise value proposition centered on custom high-net-worth retirement solutions that directly support his tax-exempt market advisory focus.
High Net Worth Service Associate II at Fidelity Investments in June 2016 - Present
Director, Retirement Planner - Tax Exempt Markets at Fidelity Investments in July 2023 - Present
Financial Advisor at Edward Jones in April 2014 - November 2015
Senior Select Customer Sales Consultant at The Hartford in June 2003 - April 2012
Senior Underwriting Officer | Territory Manager at Chubb in June 1987 - June 2003
Group Therapist at Harvard Medical School in April 1980 - April 1982
Texas McCombs School of Business, Bachelor of Business Administration (BBA), June 1983 to June 1987
Boston University, June 1978 to June 1981
Old Saybrook Senior High School, High School Diploma, June 1974 to June 1978
Equity Analyst at Fidelity Investments
US Coverage:
• Restaurant
• Online Travel Agency
• Airline
• Cruise Line
• Hotel
• Gaming
• Manufacturing - electronics manufacturing services, connector, fiber laser, industrial automation
• Software - EDA, cloud infrastructure
• Tech Distributor & Reseller
...
Chairman and CEO- United Airlines (retired), CNBC contributor
Member Board Of Trustees at University of Southern California
(Jan 2018 – Present)
Sr Technical Talent Acquisition Consultant/Partner @ Fidelity Investments | Driving Strategic Hiring Initiatives-Career Coacher
- Strategizing delivery on technology hiring initiatives from entry-level roles through VP positions across all US Fidelity sites.
- Managing end-to-end recruitment processes to ensure seamless execution and quick issue resolution.
- Collaborating with cross-functional teams o...
Vice President, Client Services Leader at Fidelity Investments
Leader Proficiency Coach at Fidelity Investments
(Jun 2023 – Present)
Founder - InterviewXpert | Turning “No” interviews into “Welcome Aboard” with my Strategic Narrative Framework - Offer Letter every week since mid 2025 and counting
Director - Transformation at Fidelity Investments
(Dec 2022 – Present)
Head of Partnership Strategy at Fidelity Digital Assets
Head of Partnership Strategy & Development, Fidelity Digital Assets at Fidelity Investments
(Feb 2025 – Present)
What is David C Monte email address?
Email David C Monte at [email protected] and [email protected]. This email is the most updated David C Monte's email found in 2026.
What is David C Monte phone number?
David C Monte phone number is 8012803387.
How to contact David C Monte?
To contact David C Monte send an email to [email protected] or [email protected]. If you want to call David C Monte try calling on 8012803387. (updated on October 18, 2025)
What company does David Monte work for?
David Monte works for Fidelity Investments.
What is David Monte's role at Fidelity Investments?
David Monte is High Net Worth Service Associate II
What industry does David Monte work in?
David Monte works in the Financial Services industry.
