David Berdine Email & Phone Number
Wealth Management Advisor - Strategic Partnerships @ Badgley Phelps Wealth Managers
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David Berdine Location
- Seattle, WA, US
David Berdine Work
- 2024 -now Wealth Management Advisor - Strategic Partnerships @
- 2022 -2024 Vice President, Regional Director at Fred Alger and Company, LLC @
- 2021 -2022 Financial Service Representative - Wealth Management @
- 2017 -2019 Director @
- 2000 -2016 Managing Director, Business Development @
David Berdine Education
- Washington State University - College of Business and Economics
BSBA
David Berdine Skills
- Alternative Investments
- Wealth Management
- Portfolio Management
- Series 63
- Investments
- Asset Management
- Separately Managed Accounts
- Investment Management
- Mergers and Acquisitions
- Investment Advisory
- Strategy
- Series 7
- Equities
- Hedge Funds
- Mutual Funds
- Asset Managment
David Berdine Summary
- David Berdine, based in Seattle, WA, US, is currently a Wealth Management Advisor - Strategic Partnerships at Badgley Phelps Wealth Managers. David Berdine brings experience from previous roles at Alger, D.A. Davidson Companies, Piedmont Capital Distributors, LLC and AMG FUNDS LLC (F/K/A ASTON ASSET MANAGEMENT LP). David Berdine holds a BSBA @ Washington State University - College of Business and Economics. With a robust skill set that includes Alternative Investments, Wealth Management, Portfolio Management, Series 63, Investments and more. David Berdine has 2 emails and 1 mobile phone numbers on RocketReach.
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