David Coolbaugh
Investment Management Consultant at Fidelity Investments | San Antonio, Texas, United States
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Investment Management Consultant at Fidelity Investments in October 2021 to Present
Wealth Relationship Manager, AVP at Citi in October 2020 to September 2021
Financial Advisor at USAA in March 2013 to June 2019
Sr. Business Development Advisor at USAA in March 2013 to June 2019
Specialized Investment Services at USAA in March 2013 to February 2014
Institutional Services Wholesaler at U.S. Global Investors in July 2010 to September 2012
Vice President at American Funds Distributors in August 1990 to June 2009
Vice President at American Funds in August 1990 to June 2009
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Binghamton University, Bachelor of Science (BS)
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Series 63
Mutual Funds
Alternative Investments
Key Account Management
Series 26
Sales Management
Call Center Management
Fusion Training
Wholesale Sales
Sales Presentations
Series 7
series 66
Life & Health Insurance Licenses
Accredited Asset Management Specialist
Asset Allocation
Asset Management
FINRA
Financial Advisory
Financial Services
Investment Strategies
Investments
Portfolio Management
Retirement Planning
Securities
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Discover more about Fidelity InvestmentsWhat is David Coolbaugh email address?
Email David Coolbaugh at [email protected], [email protected] and [email protected]. This email is the most updated David Coolbaugh's email found in 2026.
What is David Coolbaugh phone number?
David Coolbaugh phone number is 2105354680.
How to contact David Coolbaugh?
To contact David Coolbaugh send an email to [email protected], [email protected] or [email protected]. If you want to call David Coolbaugh try calling on 2105354680. (updated on September 02, 2024)
What company does David Coolbaugh work for?
David Coolbaugh works for Fidelity Investments
What is David Coolbaugh's role at Fidelity Investments?
David Coolbaugh is Investment Management Consultant
What industry does David Coolbaugh work in?
David Coolbaugh works in the Financial Services industry.
David Coolbaugh Email Addresses
David Coolbaugh Phone Numbers
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