David Bazzoli Email & Phone Number
National Advice Center Section Manager, VP @ The Huntington Investment Company
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David Bazzoli Location
- Columbus, OH, US
David Bazzoli Work
- National Advice Center Section Manager, VP @ (February 2023 - Present)
- Advisory Resource Group and Client Services Team Manager, Vice President @ (February 2022 - Present)
- Senior Compliance Officer @ (March 2018 - February 2022)
- AVP - Complex Risk Officer @ (December 2014 - February 2018)
- Supervision Officer @ (April 2011 - December 2014)
- Financial Advisor - Vice President of Investments @ (September 2009 - March 2011)
- Financial Advisor @ (July 2007 - September 2009)
- Associate @ The Financial Strategies Group, Inc. (January 2006 - May 2007)
- Office Manager @ Indoor Environment Communications, LLC (April 2002 - December 2005)
David Bazzoli Education
- The Ohio State University Fisher College of Business
Bachelors of Science (Finance)
1997-2001 - Ohio Wesleyan University 1996-1997
- Columbus Academy 1992-1996
David Bazzoli Skills
- 401(k) Retirement Savings Plans
- Access
- Accounting
- Alternative Investments
- Analysis
- Asset Allocation
- Budgets
- CRM
- Coaching
- Collaborative Problem Solving
- Compliance
- Finance
- Financial Analysis
- Financial Modeling
- Financial Services
- Flexible Approach
- Investment Strategies
- Investments
- Management
- Mutual Funds
- Negotiation
- Operational Risk
- Personal Financial Planning
- Portfolio Management
- Program Management
- Retirement Planning
- Risk Management
- Sales Management
- Securities
- Series 7
- Strategic Financial Planning
- Surveillance
- Team Leadership
- Trading
- Training
- Wealth Management Services
- Security Management
- Security
- Services
David Bazzoli Summary
- David Bazzoli, based in Columbus, OH, US, is currently a National Advice Center Section Manager, VP at Huntington Financial Advisors. David Bazzoli brings experience from previous roles at Huntington Financial Advisors, Morgan Stanley and JPMorgan Chase. David Bazzoli holds a 1997 - 2001 Bachelors of Science in Finance @ The Ohio State University Fisher College of Business. With a robust skill set that includes 401(k) Retirement Savings Plans, Access, Accounting, Alternative Investments, Analysis and more. David Bazzoli has 3 emails and 1 mobile phone numbers on RocketReach.
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