Dave

Dave: Email & Phone Number

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Investment Counselor at Fisher Investments|Darby, Pennsylvania, United States

Position:

Investment Counselor at Fisher Investments

Location:

Darby, Pennsylvania, United States

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Last updated: 2026-10-20
Updated: 2026-10-20

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Current work details
DepartmentFinancial Services
Availability
TimezoneEDT
Best time to contact12:00 PM – 4:00 PM
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Work Experience 8 years

Investment Counselor at Fisher Investments

Jan 2026 - Current

Chief Executive Officer at McPeerigan Inc.

Aug 2019 - Current

Financial Solution Advisor at Merrill Lynch

Aug 2024 - Jan 2026

Internal Wholesaler at PGIM

Jan 2023 - Aug 2024

Internal Wholesaler at PGIM, Global Wealth

Jan 2023 - Aug 2024

Financial Management Analyst at Bank of America

Jun 2022 - Aug 2022

Management Analyst at Bank of America

May 2022 - Aug 2022

Business Analyst at La Salle University

Aug 2019 - Mar 2020

Customer Service Consultant at Men's Wearhouse

Feb 2018 - Aug 2019

Dave started working in 2018, then the employee has changed 7 companies and 7 jobs. On average, Dave works for one company for 1 year 8 months.

Dave is proficient in French, Haitian Creole, and Spanish. Their professional focus is Advising Clients, Alternative Investments, and Analytical Skills across 3 core areas.

Dave holds Wharton Online & Wall Street Prep Private Equity Certificate, Series 66, and Series 63 certifications.

Education

Bachelor of Science in Business Administration at La Salle University

Bucks County Technical High School

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