Verified recordFinancial Services

David Bedford

Senior Portfolio Specialist at Fidelity Investments

Based in Fort Worth, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Fort Worth

Industry

Financial Services

Company size

85K

Contact information

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Email

1 credit

d•••••••@fidelity.com

Phone

5 credits

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Background

About David Bedford

I have worked in the financial industry for over a decade doing financial planning and portfolio management for people who don't have the skill, will, or time to do it for themselves. My degree is in Economics and I consider myself a student of the business. I am currently a CFA Level II Candidate.I have a passion for leadership and have participated in Fidelity's Westlake leadership development program. I have also acted as a local Voice of the Customer Ambassador (VoCA) department lead for Fidelity's client experience/operational efficiency program.

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