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David Colby

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David Colby

Regional Director, Enterprise Growth | Avantax

Bedford, New Hampshire, United States

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David Colby

Summary

David Colby is a seasoned financial consultant with a rich background in financial advisory and wealth management. His career spans over a decade, during which he has excelled in formulating tailored financial strategies for individuals and businesses alike. David's analytical skills and client-centric approach have earned him recognition for effectively addressing complex financial situations and optimizing investment opportunities. He has a proven track record in driving revenue growth and enhancing client relationships through strategic planning and execution. David's experience with leading financial institutions like Fidelity Investments and Charles Schwab showcases his expertise in navigating the financial markets. Outside of his professional commitments, he is passionate about educating clients on financial literacy and sustainable investment practices. With a Bachelor of Arts in Human Resource Management, he also brings a unique perspective to client interactions, emphasizing the importance of relationship building.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

David Colby

Work Experience

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Regional Director, Enterprise Growth at

Avantax

May 2023 - Present

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Vice President / Financial Consultant at

Charles Schwab

March 2019 - Present

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Vice President / Financial Consultant at

Fidelity Investments

August 2008 - February 2019

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David Colby

Education

Florida Southern College, Bachelor Of Arts - Ba

January 1996 - January 2000

Frequently Asked Questions about David Colby

What is David Colby email address?

David Colby's primary email address is ***********@avantax.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does David Colby work for?

David Colby is a Regional Director, Enterprise Growth at Avantax, a company specializing in Functions related to depository banking.

Where David Colby graduated from?

David Colby holds a degree in Human Resource Management from Florida Southern College.

How can I directly contact David Colby?

To contact David Colby directly, you can use the email address ***********@avantax.com. Complete contact information is available upon registration with Muraena.

Who is David Colby?

David Colby is a seasoned financial consultant with a rich background in financial advisory and wealth management. His career spans over a decade, during which he has excelled in formulating tailored financial strategies for individuals and businesses alike. David's analytical skills and client-centric approach have earned him recognition for effectively addressing complex financial situations and optimizing investment opportunities. He has a proven track record in driving revenue growth and enhancing client relationships through strategic planning and execution. David's experience with leading financial institutions like Fidelity Investments and Charles Schwab showcases his expertise in navigating the financial markets. Outside of his professional commitments, he is passionate about educating clients on financial literacy and sustainable investment practices. With a Bachelor of Arts in Human Resource Management, he also brings a unique perspective to client interactions, emphasizing the importance of relationship building.

David`s contact details

mail

***********@avantax.com

***********@fmr.com

Colleagues

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Cfp Andy Watts

President, Avantax Wealth Management

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Michael Kobs

Vice President Enterprise Relationships and Business Consulting

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Michael Molnar

Senior Managing Director | Head of Corporate Development, M&A and Succession Planning

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Mike Hannah

Vice President, Head of Project Delivery & M&A Integrations

Laurie Stack

Vice President of Business Development

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Dan Kocher

VP: Operations and Service Excellence

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Al Prentice

Vice President

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