David Balk Email & Phone Number
Partner, Director, Wealth Manager @ Steward Partners Global Advisory
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David Balk Location
- Portland, OR, US
David Balk Work
- 2021 -now Partner, Director, Wealth Manager @
- 2009 -2021 Vice President - Investments @ Umpqua Investments, Inc.
- 1989 -2009 Financial Advisor @ Smith Barney
David Balk Education
- University of Oregon
Bachelor of Science, Bachelor of Arts (Finance, German)
1978-1983
David Balk Skills
- Retirement Planning
- Series 7
- Investment Advisory
- Wealth Management
- Mutual Funds
- Asset Allocation
- Investments
- Finance
- Series 63
- Portfolio Management
- Strategic Financial Planning
- Investment Strategies
- Series 65
- Stakeholder Management
- Value Engineering
- Project Bidding
- Microsoft Office
- Carbon
- Environmental Awareness
- Surveying
- Project Delivery
- Green Building
- Renewable Energy
- Urban Regeneration
- Commercial Management
- Construction
- Procurement
- Carbon Management
- Energy
- Water
- Local Government
- Change Management
- Subcontracting
- Feasibility Studies
- Leadership
- Cost Management
- Stakeholder Engagement
- Contract Management
- Highways
- Proposal Writing
- Contract Negotiation
- Project Planning
- MS Project
- Project Management
- Policy
- Strategy
- Contractors
- Mixed Use
- Private Sector
- Sustainable Development
- Project Coordination
- Sustainability
- Budgets
- Refurbishing
- Facilities Management
- Social Housing
- Bid Writing
- Public Sector
- Construction Management
- Civil Engineering
- Quantity Surveying
- Urban Planning
- Design Management
- Community Engagement
David Balk Summary
- David Balk, based in Portland, OR, US, is currently a Partner, Director, Wealth Manager at Steward Partners Global Advisory. David Balk brings experience from previous roles at Umpqua Investments, Inc. and Smith Barney. David Balk holds a 1978 - 1983 Bachelor of Science, Bachelor of Arts in Finance, German @ University of Oregon. With a robust skill set that includes Retirement Planning, Series 7, Investment Advisory, Wealth Management, Mutual Funds and more. David Balk has 1 emails and 3 mobile phone numbers on RocketReach.
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