David Funes
David is a Director of Investment Property Wealth Management at Realized, helping investors build a personalized investment plan... | Austin, Texas, United States
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David Funes’s Emails df****@re****.com
David Funes’s Phone Numbers No phone number available.
Social Media
David Funes’s Location Austin, Texas, United States
David Funes’s Expertise David is a Director of Investment Property Wealth Management at Realized, helping investors build a personalized investment plan that is designed to maximize after-tax cash-flow, mitigate capital gains and is best-suited to their unique situation. Prior to joining Realized, David spent 7 years at Fidelity Investments, gaining experience as an investment advisor, including 3 years providing high net worth investors with fixed income solutions. David attended Trinity College in Florida where he graduated Cum Laude with a B.S. degree. In his down time, David enjoys anything outdoors and is an avid San Francisco 49ers, Giants, and Warriors fan.
David Funes’s Current Industry Self Employed
David
Funes’s Prior Industry
Fidelity Investments
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Journey Medical Solutions
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Renew Energy
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Social Solutions
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Realized
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Self Employed
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Work Experience
Self Employed
Speaker, Mental Health Coach
Fri Sep 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Realized
Sales Executive
Mon Jan 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Social Solutions
Sales Executive
Wed Mar 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Dec 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
Renew Energy
Team Lead/Inside Sales
Sun Nov 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Dec 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Journey Medical Solutions
Account Manager
Sun Feb 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Sep 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Fidelity Investments
Financial Advisor
Sat Sep 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu May 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
David Funes Email Addresses
FAQ About David Funes
-
David Funes is located at
Austin, Texas, United States -
David Funes is a
David is a Director of Investment Property Wealth Management at Realized, helping investors build a personalized investment plan that is designed to maximize after-tax cash-flow, mitigate capital gains and is best-suited to their unique situation. Prior to joining Realized, David spent 7 years at Fidelity Investments, gaining experience as an investment advisor, including 3 years providing high net worth investors with fixed income solutions. David attended Trinity College in Florida where he graduated Cum Laude with a B.S. degree. In his down time, David enjoys anything outdoors and is an avid San Francisco 49ers, Giants, and Warriors fan. Self Employed -
David Funes currently works in the
Self Employed -
David Funes specializes in
David is a Director of Investment Property Wealth Management at Realized, helping investors build a personalized investment plan that is designed to maximize after-tax cash-flow, mitigate capital gains and is best-suited to their unique situation. Prior to joining Realized, David spent 7 years at Fidelity Investments, gaining experience as an investment advisor, including 3 years providing high net worth investors with fixed income solutions. David attended Trinity College in Florida where he graduated Cum Laude with a B.S. degree. In his down time, David enjoys anything outdoors and is an avid San Francisco 49ers, Giants, and Warriors fan. -
David Funes speaks the following languages:
No languages available. -
David Funes has prior experience in the following industries:
Realized , Social Solutions , Renew Energy , Journey Medical Solutions , Fidelity Investments -
David Funes has the following professional experience:
Self Employed , Realized , Social Solutions , Renew Energy , Journey Medical Solutions , Fidelity Investments . -
You can view David Funes’s
LinkedIn profile at LinkedIn URL. -
David Funes’s work email addresses are
[email protected] . -
David Funes works at
Self Employed
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