David Batchelder Email & Phone Number
Senior Investment Officer @ Sentinel Group
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David Batchelder Location
- Sarasota, FL, US
David Batchelder Work
- 2018 -now Senior Investment Officer @
- 2015 -2018 Senior Investment Analyst @
- 2018 -2023 Adjunct Faculty-Investment Analysis @
- 2012 -2015 Chief Investment Officer @
- 2004 -2011 Comprehensive Financial Planner and Chief Investment Officer @ Mackensen & Company, Inc.
- 2002 -2004 Valuation Analyst @ Atlantic Management Company
- 2001 -2002 Associate Research Analyst - Financial Services Sector @ Tucker Anthony
- 1998 -2000 Investment Analyst @
- 1992 -1998 Corporate Lender and Credit Analyst @
David Batchelder Education
- UNH Peter T. Paul College of Business and Economics
BS (BS, Business Administration)
- Southern New Hampshire University
Master of Business Administration - MBA (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 BS, 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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