David Archibald Email & Phone Number
Owner
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David Archibald Location
- Midvale, UT, US
David Archibald Work
- 2026 -2026 CEO in Training @
- now
- 2025 -2026 Real Estate Specialist @
- 2025 -2026 Owner @ Epic Utah Journeys
- 2023 -2025 AVP, Manager - Core Portfolios @
- 2019 -2022 Real Estate Agent @
- 2016 -2022 Manager - Managed Account Team @
- 2015 -2016 Vice President, Investment Advisor Channel @
- 2014 -2015 Director, Private Wealth Operations @
- 2013 -2014 Financial Advisor @
- 2012 -2013 Financial Consultant @
- 2011 -2011 Field Associate @
- 2010 -2010 Guidance Consultant - Sales @
- 2007 -2010 Financial Planning Manager @
- 2006 -2007 Proactive (Outbound Sales) Manager @
- 2002 -2006 Private Client Group Manager @
- 2002 -2002 Director - Branch Technology @
- 1999 -2002 Private Client Relationship Manager @
- 1994 -1999 Premium Services Representative @
- 2025 -now Owner @ Epic Utah Journeys
- 1993 -1994 Investments representative @
David Archibald Education
- W. P. Carey School of Business – Arizona State University
MBA (Business)
2004-2006 - Utah State University
B.S. (Finance)
1991-1993 - Brigham Young University - Idaho
A.S. (Accounting)
1988-1991
David Archibald Skills
- Client Services
- Series 63
- Financial Advisory
- Consultative Selling
- Customer Relations
- Fixed Income
- Bonds
- Call Center
- Business Relationship Management
- Retirement Planning
- Financial Planning
- Portfolio Management
- Investments
- Relationship Management
- Business Relationship
- Team Leadership
- Finance
- Asset Allocation
- Strategic Planning
- Strategy
- Financial Services
- Sales Management
- Equities
- Mutual Funds
- Wealth Management
- Uniform Combined State Law
- Microsoft Office
- FINRA
- Strategic Financial Planning
- Investment Strategies
- Risk Management
- Asset Management
- Customer Service
- Financial Analysis
- Uniform Combined State
- Management
- Project Management
- Strategic Financial
- Trading
- Call Centers
- Retirement
- CRM
- Series 7
- Securities
- Selling
David Archibald Summary
- David Archibald, based in Midvale, UT, US, is currently a Owner at Epic Utah Journeys. David Archibald brings experience from previous roles at Olympus Retirement Living, Real Estate Essentials ™ and Epic Utah Journeys. David Archibald holds a 2004 - 2006 MBA in Business @ W. P. Carey School of Business – Arizona State University. With a robust skill set that includes Client Services, Series 63, Financial Advisory, Consultative Selling, Customer Relations and more. David Archibald has 2 emails and 4 mobile phone numbers on RocketReach.
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