D.B. Fitzpatrick & Co.
Address: 800 W Main St #1200, Boise, ID 83702 Hours: Closed ⋅ Opens 7:30AM Tue Monday7:30AM–5PMTuesday7:30AM–5PMWednesday7:30AM–5PMThursday7:30AM–5PMFriday7:30AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (208) 342-2280Website: : : Category: : : : Place name: : Website: http://dbfitzpatrick.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of D B Fitzpatrick & Co Posting publicly on the Web Write a review Reviews Be the first to review
D.B. Fitzpatrick & Co. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at D.B. Fitzpatrick & Co.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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D.B. Fitzpatrick & Co. Employees
Rathbone Warwick Investment Management June 2013 - May 2015
D.B. Fitzpatrick & Co. April 2005 - April 2013
D.B. Fitzpatrick & Co. August 2000 - April 2005
Skills
Chartered Financial..., Portfolio Management, Fixed Income, Agency MBS, Wealth Management, Commercial Lending, Economics, Investments, Financial Analysis, Equities, Finance, Valuation, Investment Management
Education
Boise State University 1996 — 2001
Bachelor of Business Administration (BBA), Finance & Accounting
The CAPROCK Group July 2013 - Present
D.B. Fitzpatrick & Co. August 2006 - July 2013
Skills
Mutual Funds, Middle Office, Customer Service, Financial Modeling, Customer Satisfaction, Microsoft Excel, Microsoft Office, Banking, Teamwork
Education
Boise State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General, Junior
Goldman Sachs August 2014 - Present
Waldorf Astoria Park City May 2013 - May 2014
D.B. Fitzpatrick & Co. May 2013 - June 2013
Waldorf Astoria Park City November 2012 - April 2013
Skills
Outlook, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Customer Satisfaction, Teamwork, Sales, Leadership, Team Leadership, Finance, Portfolio Management
Education
University of Utah 2012 — 2014
Bachelor of Science (BS), Economics
Boise State University 2010 — 2012
Bachelor of Science (BS), Business/Managerial Economics
Laird Norton Wealth Management May 2013 - Present
D.B. Fitzpatrick & Co. June 2012 - December 2012
Northwestern Mutual Financial Network August 2010 - December 2010
QFC August 2005 - June 2010
Skills
Fixed Income, Portfolio Management, Asset Allocation, Bloomberg Terminal, Derivatives, Microsoft Excel, MBS, Investment Management, Finance, Securities, Wealth Management, Investments, US Treasuries, Financial Markets, Microsoft Dynamics, Morningstar Direct, Manager Research, Performance Measurement, Mutual Funds, CFA Candidate, Time Management, Financial Services, Trading, Asset Management, Alternative Investments, Valuation, Capital Markets, Financial Analysis, Risk Management
Education
University of Washington 2008 — 2012
Business Administration, Finance, 3.7
Cascadia Community College 2006 — 2009
Associate in Integrated Studies
St. Luke's Health System 2013 - Present
Mountain West Decking July 2008 - Present
Boys Scouts of America 2012 - 2013
D.B. Fitzpatrick & Co. April 2010 - August 2012
Community Services Counseling December 2008 - April 2010
Fiskars November 2007 - 2010
Jess and Shirley Martineau September 2006 - July 2008
Rite Aid October 1996 - March 2002
Skills
Inventory Control, Cashiering, Inventory Management, Microsoft Office, Customer Service, Retail, Distribution Center..., Customer Satisfaction, Call Center, Data Entry, Outlook, Customer Experience, Access, Spreadsheets, Hands-on Training, Website Development, Phone Etiquette, Mortgage Servicing, Filing, PowerPoint, Confidentiality, Order Fulfillment, Paper Craft, Scrapbooking, Medication..., Payroll Services, Volunteering, Administrative...
Education
University of Utah 1990 — 1994
Bachelor of Science (BS), Human Development and Family Studies, General, 3.6 GPA
Ricks College 1988 — 1990
Associate of Arts and Sciences (AAS), General Studies, 3.0 GPA
Harmonic Investment Advisors November 2008 - Present
Boise State College of Business & Economics June 2008 - Present
CFA Society of Idaho January 2006 - Present
Catholic Charities of Idaho July 2008 - May 2012
St. John's Parish May 2008 - May 2011
D.B. Fitzpatrick & Co. January 2006 - October 2008
ICM Asset Management January 1993 - May 2005
Shearson Lehman Hutton January 1988 - February 1990
UC Santa Barbara 1981 - 1984
Skills
Portfolio Management, Series 65, Equity Research, Fixed Income Analysis, Equity Trading, Strategic Planning, Financial Modeling, Equities, Financial Analysis, Management, Valuation, Asset Managment, Alternative Investments, Mutual Funds, Asset Management, Asset Allocation, Investments, Economics, Fixed Income, Finance
Education
University of California, Santa Barbara 1981 — 1986
Bachelor, Business Economics/Finance
Boise State University
Boise State University
The CAPROCK Group September 2015 - Present
Heart & Core Fitness Studio LLC November 2014 - Present
State Insurance Fund January 2009 - October 2014
Northwestern Mutual Financial Network February 2008 - October 2008
Givens Pursley LLP/Bolinder Dunn PLLC July 2007 - February 2008
D.B. Fitzpatrick & Co. June 2005 - March 2007
Skills
Customer Service, Accountable, Self Motivated, Client Relationship..., Efficient Time Manager, Excellent Communicator, Project Coordination, Excel, Bloomberg, Workers Compensation, Wealth Management, Administration, Customer Relations, Intuitively Organized, Financial Planning, Honest, Microsoft Word, Strategic Financial..., Microsoft Excel, Microsoft Office, Leadership, Coaching, Marketing, Team Building, Sales, Social Media, Team Leadership, PowerPoint, Insurance, Finance, Management, Small Business, Training, Outlook
Education
Boise State University 1999 — 2005
Bachelor Business Administration, Finance
D.B. Fitzpatrick & Co. April 2014 - Present
First Tech Federal Credit Union January 2012 - April 2014
Hopkins Financial Services February 2005 - January 2012
Alliance Title & Escrow July 2004 - May 2005
Wells Fargo Home Mortgage September 2003 - May 2004
Wells Fargo Financial February 2002 - September 2003
Education
The College of Idaho 1999 — 2001
Business Administration, Management and Marketing
Carlson School of Management September 2015 - Present
Carlson Funds Enterprise March 2015 - Present
Lazard June 2015 - August 2015
D.B. Fitzpatrick & Co. June 2013 - May 2014
D.B. Fitzpatrick & Co. September 2012 - May 2013
Clearwater Analytics February 2012 - August 2012
Idaho Department of Labor October 2011 - August 2012
Idaho Department of Commerce September 2011 - December 2011
Trio Student Success January 2010 - December 2011
Skills
M&A Advisory Services, Financial Modeling, Valuation, Investments, Portfolio Management, Fixed Income Analysis, Equities, Financial Analysis, Data Analysis, Market Research, Microsoft Excel, Teamwork, Business Development, Leadership, Customer Service, Bloomberg Terminal, Business Plan Writing, Mathematics, Microsoft Office, Multitasking Skills, Time Management
Education
University of Minnesota - Carlson School of Management 2014 — 2016
Master of Business Administration (MBA)
Boise State University 2009 — 2013
• Bachelor of Business Administration (BBA)
D.B. Fitzpatrick & Co. April 2013 - Present
D.B. Fitzpatrick & Co. May 2011 - April 2013
United States Marine Corps September 2003 - September 2008
Skills
Mutual Funds, Financial Modeling, Equities, Bloomberg Terminal, Bloomberg, Financial Analysis
Education
Boise State University 2008 — 2011
Bachelors, Finance, Applied Mathematics
D.B. Fitzpatrick & Co. December 2010 - Present
Skills
Equities, Bloomberg Terminal, Financial Modeling, Financial Analysis, Commercial Real Estate, Valuation, Finance, Microsoft Excel
Education
University of Miami 2006 — 2008
MA, Economics
University of California, San Diego 2003 — 2005
MPIA, International Relations - Economics
Brown University 1996 — 2000
AB, International Relations