Anthony David Email & Phone Number
Managing Director and Private Wealth @ Concurrent
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Anthony David Location
- Washington, DC, US
Anthony David Work
- 2021 - now Chief Executive Officer and Private Wealth Advisor @
- 2023 - now Managing Director and Private Wealth @
- 2001 - 2021 Senior Vice President - Financial Advisor and Senior Investment Management Consultant @ Morgan Stanley
Anthony David Education
- The George Washington University
Bachelor of Business Administration (Finance)
1997 - 2001
Anthony David Skills
- Leadership
- Management
- Financial Reporting
- Business Development
- Finance
- C++
- Strategy
- Investment Management
Anthony David Summary
- Anthony David, based in Washington, DC, US, is currently a Managing Director and Private Wealth at Concurrent. Anthony David brings experience from previous roles at Adalan Private Wealth and Morgan Stanley. Anthony David holds a 1997 - 2001 Bachelor of Business Administration in Finance @ The George Washington University. With a robust skill set that includes Leadership, Management, Financial Reporting, Business Development, Finance and more. Anthony David has 3 emails and 3 mobile phone numbers on RocketReach.
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