David Batchelder Email & Phone Number
Senior Investment Officer @ Sentinel Group
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David Batchelder Location
- Sarasota, FL, US
David Batchelder Work
- Senior Investment Officer @ (April 2018 - Present)
- Senior Investment Analyst @ (June 2015 - April 2018)
- Adjunct Faculty-Investment Analysis @ (January 2018 - May 2023)
- Chief Investment Officer @ (January 2012 - March 2015)
- Comprehensive Financial Planner and Chief Investment Officer @ Mackensen & Company, Inc. (March 2004 - September 2011)
- Valuation Analyst @ Atlantic Management Company (February 2002 - March 2004)
- Associate Research Analyst - Financial Services Sector @ Tucker Anthony (January 2001 - February 2002)
- Investment Analyst @ (January 1998 - December 2000)
- Corporate Lender and Credit Analyst @ (January 1992 - December 1998)
David Batchelder Education
- UNH Peter T. Paul College of Business and Economics
BS (Business Administration)
- Southern New Hampshire University
Master of Business Administration - MBA
David Batchelder Skills
- Alternative Investments
- Financial Advisory
- Banking
- Fixed Income
- Retirement Planning
- Valuation
- Debt
- Financial Planning
- Portfolio Management
- Financial Modeling
- Capital Markets
- Private Wealth Management
- Investments
- Relationship Management
- Finance
- Higher Education
- Asset Allocation
- Investment Advisory
- Real Estate Investment
- Strategy
- Financial Services
- Wealth Management
- Equities
- Mutual Funds
- High Net Worth Individuals
- Investment Strategies
- Business Valuation
- Risk Management
- Asset Management
- Credit
- Financial Analysis
- Wealth
- Private Equity
- Personal Finance
- Credit Analysis
- ETFs
- Research
- Retirement
- Loans
- Securities
- Financial Markets
- Investment Management
David Batchelder Summary
- David Batchelder, based in Sarasota, FL, US, is currently a Senior Investment Officer at Sentinel Group. David Batchelder brings experience from previous roles at Sentinel Benefits & Financial Group, University of New Hampshire, Measured Wealth Private Client Group, LLC and Mackensen & Company, Inc.. David Batchelder holds a BS in Business Administration @ UNH Peter T. Paul College of Business and Economics. With a robust skill set that includes Alternative Investments, Financial Advisory, Banking, Fixed Income, Retirement Planning and more. David Batchelder has 2 emails and 1 mobile phone numbers on RocketReach.
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