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Dave Pullman Location
Denver, CO, US
Dave Pullman Work
Senior Vice President @ (September 2024 - Present)
Senior Regional Advisor Consultant @ (January 2024 - September 2024)
Regional Advisor Consultant @ (February 2016 - September 2024)
Regional Sales Director @ (February 2014 - February 2016)
Investor Service Specialist @ (September 2012 - February 2014)
Intern @ (February 2011 - April 2011)
Dave Pullman Education
Elon University - Martha and Spencer Love School of Business
B.S.B.A. (B.A., Finance, Economics)
2008-2012
Dave Pullman Skills
Access
Accounting
Alternative Investment Strategies
Alternative Investments
Analytical Skills
Business Development
Business Planning
Business Relationship Management
Capital Markets
Consultative Selling
Customer Service
Direct Sales
Excel
Financial Analysis
Financial Markets
Interpersonal Skills
Investment Strategies
Investments
Leadership
Management
Microsoft Excel
Microsoft Office
Microsoft Word
PowerPoint
Presentations
Private Credit
Private Equity
RIAs
Relationship Building
Sales
Sales Processes
Social Media
Sourcing New Business
Wealth Management Services
Word
Dave Pullman Summary
Dave Pullman, based in Denver, CO, US, is currently a Senior Vice President at Constitution Capital Partners. Dave Pullman brings experience from previous roles at Columbia Threadneedle Investments, US and BlackRock. Dave Pullman holds a 2008 - 2012 B.S.B.A. in B.A., Finance, Economics @ Elon University - Martha and Spencer Love School of Business. With a robust skill set that includes Access, Accounting, Alternative Investment Strategies, Alternative Investments, Analytical Skills and more. Dave Pullman has 2 emails and 1 mobile phone numbers on RocketReach.
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