Dave is a retired financial advisor and retirement plan consultant for corporate retirement plans and retirement plan fiduciaries who joined CAPTRUST in 2008. Prior to joining CAPTRUST, he spent 16 years with Fidelity Investments Institutional Services Company, where he was responsible for Fidelity’s defined contribution product, sales, and services. He received a Bachelor of Science degree in economics and finance from Susquehanna University in Selinsgrove, PA.
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