Dave Delfino Email & Phone Number
Financial Advisor @ Essex Financial Services, Inc
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Dave Delfino Location
- New York, NY, US
Dave Delfino Work
- 2018 -now Financial Advisor @
- 2009 -2018 Vice President, Financial Consultant @
Dave Delfino Education
- Eastern Connecticut State University
BA (Business, Management, Marketing, and Related Support Services)
- The American College
MS (Financial Services)
Dave Delfino Skills
- Series 7
- Mutual Funds
- Fixed Income
- 401k
- Series 66
- Life Insurance
- Retirement Planning
- Securities
- Equities
- ETFs
- Bonds
- Retirement Plan Consulting
- Investments
- Asset Allocation
- Financial Planning
- Investment Advisory
- Investment Strategies
- Team Management
- MIS
- Banking
- Wealth Management Services
- Wealth Accumulation
Dave Delfino Summary
- Dave Delfino, based in New York, NY, US, is currently a Financial Advisor at Essex Financial. Dave Delfino brings experience from previous roles at Fidelity Investments. Dave Delfino holds a BA in Business, Management, Marketing, and Related Support Services @ Eastern Connecticut State University. With a robust skill set that includes Series 7, Mutual Funds, Fixed Income, 401k, Series 66 and more. Dave Delfino has 1 emails on RocketReach.
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