David Andrew Schwarzkopf, 488836 Kentucky Derby Dr, Waxhaw, NC 28173

168 northwest Hills Dr, Valparaiso, IN 46385

Financial Services

Fidelity Investments
Head of Managed Solutions Support at Fidelity Investments Fidelity Investments Jan 2013 - Apr 2014
Regional Vice President Fidelity Investments Jan 2013 - Apr 2014
Regional Sales Manager Fidelity Investments Nov 2010 - Dec 2012
Regional Planning Consultant Suntrust Bank Jan 2006 - Nov 2010
Senior Financial Planner Bb&T 2004 - 2006
Senior Financial Planner Ey 2000 - 2004
Personal Financial Counseling Vanguard 1998 - 2000
Relationship Manager

Villanova University Dec 2001
Master of Business Administration, Masters Villanova University 1999 - 2000
Master of Business Administration, Masters, Finance University of Delaware 1994 - 1998
University of Delaware
Bachelors, Bachelor of Science, Business Administration

Charlotte, Services Available, Estate Planning, Producing, .Net, Modern Portfolio Theory, Consulting, Income Tax, Prospects, Delaware, Yahoo, Nasd, Tax Planning, Insurance, Golf, Intergenerational Wealth Transfer, Philadelphia, Guidance, Brokerage, Tax, Fee, Skiing, Client Services, Business Services, Cell, Investments, Business Development, Mentoring, Finance, Series 6, Career Development, Engagements, Active, Strategic Planning, Asset Allocation, Investment Advisory, Institutions, Creative Solutions, Morningstar, Wealth Management, Executive Positions, Mutual Funds, Financial Accounting, Business Administration, Reaching, Microsoft Office, Consolidation, Sophisticated, Stocks, Marketing, New Business Development, Nonprofits, Expert Witness, Risk Management, Institutional Accounts, Interviews, Asset, Certified Financial Planner, Investment Advisory Services, Wealth, Project Planning, Succession Planning, Individual Clients, Analysis, Management, Insurance Planning, Science, High Profile, Retirement, Presentations, Crm, Conclusions, Hiring, Responsibility, Internal Audit

Golf and Traveling