David Acosta Email & Phone Number
VP - Private Client Advisor @ JPMorgan Chase & Co.
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David Acosta Location
- Texas, United States
David Acosta Work
- 2016 -now VP - Private Client Advisor @
- 2015 -2016 Wealth Management Consultant @
- 2011 -2015 Wealth Advisor @
- 2007 -2011 Financial Advisor @
David Acosta Education
- University of La Verne
Bachelors (Organizational Management, Human Resource Management)
2013-2014 - William Paterson University of New Jersey
(Music, Jazz)
1992-1995 - William Paterson College 1992
- University of La Verne
Bachelor of Arts
David Acosta Skills
- Sales
- Teaching
- Research
- Uniform Combined State Law
- Investment Advisory
- English
- Insurance
- Portfolio Management
- Risk Management
- Wealth Management
- Microsoft Excel
- Public Speaking
- Series 65
- Trading
- Mutual Funds
- Series 63
- Outlook
- PowerPoint
- Series 7
- Financial Planning
- Investments
- Microsoft Office
- Retirement Planning
- Financial Advisory
- Financial Services
- Great
- Analysis
- Customer Service
- Microsoft Word
- Securities
- Finance
- Financial Reporting
- Has Errors
- Asset Management
- Financial Analysis
- Retirement
- Cws
- Asset Allocation
- IRAs
- Windows
- Human Resources
- Employee Relations
- Management
- Talent Management
- Performance Management
- Leadership
- Training
- Leadership Development
- HR Metrics
- Recruiting
- Onboarding
- Talent Acquisition
- Personnel Management
- Diversity and Inclusion
- Project Management
- Labor Relations
- Employee Engagement
- Workforce Planning
- PeopleSoft
- Human Capital
- Human Resources Information Systems
- u.s. Family and Medical Leave Act
- Workers Compensation
- College Recruiting
- New Hire Orientations
- Benefits Administration
- Compensation and Benefits
- Payroll
- Employment Law
- Kronos
- Employee Recognition
- Job Description Development
- Career Development
- Job Fairs
- Sourcing
- Succession Planning
- Team Building
- Organizational Design
- Total Rewards Strategies
- Employee Handbooks
- Writing
- Sales Process
- HR Policies
- Deferred Compensation
- Temporary Placement
- Change Management
- HR Solutions
- Internal Recruiting
- Applicant Tracking Systems
- Policy
David Acosta Summary
- David Acosta, based in Texas, United States, is currently a VP - Private Client Advisor at JPMorgan Chase Bank, N.A. David Acosta brings experience from previous roles at HD Vest Financial Services, USAA and Fidelity Investments. David Acosta holds a 2013 - 2014 Bachelors in Organizational Management, Human Resource Management @ University of La Verne. With a robust skill set that includes Sales, Teaching, Research, Uniform Combined State Law, Investment Advisory and more. David Acosta has 3 emails and 2 mobile phone numbers on RocketReach.
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