David Aknin Email & Phone Number
Account Executive @ Taycor Financial
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David Aknin Location
- Santa Monica, CA, US
David Aknin Work
- Account Executive @ (January 2024 - Present)
- Risk Management Advisor @ (January 2022 - January 2023)
- Regional Market Director @ CION Ares Management LLC (January 2019 - January 2022)
- VP- Investment Advisor @ (January 2015 - January 2018)
- Wealth Management Advisor @ (January 2013 - January 2015)
- Senior Investment Associate @ (January 2012 - January 2013)
David Aknin Education
- University of California, Berkeley
Bachelor of Arts - BA (International Economics)
David Aknin Skills
- Account Management
- Alternative Investment Strategies
- Analytical Skills
- Asset Management
- Business Analysis
- Business Development
- Business Process Design
- Business Relationship Management
- Business-to-Business (B2B)
- Commercial Insurance
- Communication
- Corporate Finance
- Credit Analysis
- Customer Relationship Management (CRM)
- Due Diligence
- Estate Planning
- FINRA
- Finance
- Financial Advisory
- Financial Analysis
- Financial Services
- Insurance
- Investment Sales
- Investment Strategies
- Investments
- Key Performance Indicators
- Leadership
- Management
- Marketing
- Microsoft Excel
- Microsoft Outlook
- Mutual Funds
- Negotiation
- New Business Development
- Portfolio Management
- Presentations
- Private Equity Funding
- Property and Casualty Insurance
- Research
- Risk Management
- Sales Management
- Series 7
- Socially Responsible Investing
- Strategic Consulting
- Structured Investments
- Travel Management
- Wholesale
- management
- microsoft office
- sales
David Aknin Summary
- David Aknin, based in Santa Monica, CA, US, is currently a Account Executive at Taycor Financial. David Aknin brings experience from previous roles at Acrisure, CION Ares Management LLC, Wells Fargo Private Bank and J.P. Morgan Private Bank. David Aknin holds a Bachelor of Arts - BA in International Economics @ University of California, Berkeley. With a robust skill set that includes Account Management, Alternative Investment Strategies, Analytical Skills, Asset Management, Business Analysis and more. David Aknin has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Taycor Financial Employees
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AVP - Strategic Partnerships
Los Angeles, CA, US
Vu Nguyen
Senior Vice President
California, United States
Jill Dobens
Director of Human Resources
Culver City, CA, US
Don Gallagher
VP Sales, Marketing, Lease Finance
Hadley, MA, US
Tina Wei
Sr. Finance Executive
Costa Mesa, CA, US
Michael Hong
President
Los Angeles, CA, US
Jason Langhoff
Senior Credit Analyst
Los Angeles, CA, US
Evan Sammon
Chief Operating Officer
Minneapolis, MN, US
Jordan Brinkman
Credit Manager
Minneapolis, MN, US
David Aknin
Account Executive
Santa Monica, CA, US
Devi Ohira
Executive Assistant
Los Angeles, CA, US
Rick Sellman
Director of Vendor Services
Los Angeles, CA, US
Richard Jones
Senior Account Manager
Salt Lake City, UT, US
Mary Griser
Business Development
St. Louis, MO, US
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