Alex David Email & Phone Number
President and CEO @ Equity Services, Inc.
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Alex David Location
- Montpelier, VT, US
Alex David Work
- President and CEO @ (December 2025 - Present)
- Division Director @ (February 2024 - December 2025)
- President and CEO - Stifel Independent Advisors @ (March 2021 - February 2024)
- Managing Director @ (June 2008 - March 2021)
- Director, Office for Research and Diversity @ (May 2007 - June 2008)
- Director of Diversity Education @ (January 2001 - January 2007)
- Wholesaler @ (January 1998 - January 2001)
Alex David Education
- Pace University - Lubin School of Business
Doctorate in Business (Dual Major Concentrations in Economics and Marketing)
2003-2009 - Pace University - Lubin School of Business
Master's degree (International Economics)
Alex David Skills
- Executive Management
- Licensing
- Management
- Negotiation
- Operational Risk Management
- Private Banking
- Relationship Building
- Revenue Generation
- Series 7
- Team Leadership
- Wealth Management Services
Alex David Summary
- Alex David, based in Montpelier, VT, US, is currently a President and CEO at Equity Services, Inc.. Alex David brings experience from previous roles at Raymond James, Stifel Financial Corp., Wells Fargo Advisors and NYC BAR. Alex David holds a 2003 - 2009 Doctorate in Business in Dual Major Concentrations in Economics and Marketing @ Pace University - Lubin School of Business. With a robust skill set that includes Executive Management, Licensing, Management, Negotiation, Operational Risk Management and more. Alex David has 4 emails and 1 mobile phone numbers on RocketReach.
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Top Equity Services, Inc. Employees
Lance Reihl
President
Montpelier, VT, US
Robert Franklin
Chief Compliance Officer
Montpelier, VT, US
Gregory Teese
Chief Operations Officer
Montpelier, VT, US
Helene Lino
Director, Compliance
Pittsburgh, PA, US
Kyle Marceau
AVP, Advisory Sales
Concord, NH, US
Lyanne Magriz Cortes
Senior Compliance Analyst
Dallas, TX, US
Amanda Atwood
Director of Product Management
Morristown, VT, US
Chris Longhi
Associate Vice President - Operations
Montpelier, VT, US
Sadia Sindhu
Financial Advisor
Jacksonville, FL, US
Rich Whalen
VP Technology Strategy and Execution
Burlington, VT, US
Brian Nelson
Head of Growth Strategy
Boston, MA, US
Mike Duncan
regional vice president
Oceanside, CA, US
Alex David
President and CEO
Montpelier, VT, US
Tom Longfellow
Deputy Chief Compliance Officer
Montpelier, VT, US
Sarah Dingle
AVP, Business Development
Columbus, OH, US
Mallorie Manosh
AVP, Marketing and Communications
Stowe, VT, US
Spencer Parrish
Vice President, Head of Finance
Houston, TX, US
Timothy Keller
Managing Director
New York, United States
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