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David C Monte profile image

David C Monte

Director, Retirement Planner - Tax Ex... at Fidelity Investments
Intro Book
Seasoned financial professional with expertise in public speaking, financial planning, and strategic planning.
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Location
Salt Lake City Metropolitan Area, US
Languages
  • English -
Skills
  • Public Speaking
  • Financial Planning
  • Financial Analysis
  • Strategic Planning
  • Management
  • Show all
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Bio

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David C Monte is a seasoned financial professional with expertise in public speaking, financial planning, and strategic planning. He has held various roles, including Director at Fidelity Investments, Financial Advisor at Edward Jones, and Senior Underwriting Officer at Chubb. Monte has also worked at Harvard Medical School and the University of Texas at Austin. He holds a Bachelor of Business Administration (BBA) from the University of Texas at Austin and a Pre-Med degree from Boston University. Monte is based in the Salt Lake City Metropolitan Area.

Experience

  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Director, Retirement Planner - Tax Exempt Markets
      • Jul 2023 - Present

      I serve the retirement planning needs of employees of tax-exempt companies throughout the nation.

    • High Net Worth Service Associate II
      • Jun 2016 - Present

  • Edward Jones
    • 2195 West 5400 South | Salt Lake City, UT 84129
    • Financial Advisor
      • Apr 2014 - Nov 2015
      • 2195 West 5400 South | Salt Lake City, UT 84129

      Financial planning and advisory services; built client base from scratch and advised about 20 high net worth clients.Obtained Securities Licenses: Series 7, Series 65 and Series 66 - scored in top 10% in each licensing examination. CRD # 6103946Obtained Insurance Licenses: Life & Health a...

  • The Hartford
    • Utah
    • Senior Select Customer Sales Consultant
      • Jun 2003 - Apr 2012
      • Utah

      Managing the state of Utah for small commercial lines, I was responsible for strategic planning, budgeting, new agency appointments, conducting consultative sales training and product training for professional staffs of dozens of independent agencies, building a network of strategic partners, and...

  • Chubb
    • Utah
    • Senior Underwriting Officer | Territory Manager
      • Jun 1987 - Jun 2003
      • Utah

      One of the company's top new market developers, appointing and developing over 100 new agency partners in New Mexico, Nevada, Utah, and southern Colorado. Spearheaded high profile Chubb-BMW strategic partnership deal. Managed public relations for Antiques Roadshow when it first came to Salt...

  • Harvard Medical School
    • Boston, MA
    • Group Therapist
      • Apr 1980 - Apr 1982
      • Boston, MA

      Organized and lead several weekly psychotherapy groups for patients at psychiatric teaching hospital for Harvard Medical School in Boston. Led multi-disciplinary team responsible for the treatment plans of 25 patients, and functioned as backup therapist to a number of patients when their psychia...

Education

  • 1983 - 1987
    The University of Texas at Austin - Red McCombs School of Business
  • 1978 - 1981
    Boston University
  • 1974 - 1978
    Old Saybrook Senior High School

Suggested Services

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Industry Focus. “Financial Services”

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