David Berkowitz Email & Phone Number
President and Board Member, Lincoln Financial Network - Lincoln’s Wealth Management business @ Lincoln Financial Group
David Berkowitz's Location
Hainesport, NJ, US
David Berkowitz's Work
- President and Board Member, Lincoln Financial Network - Lincoln’s Wealth Management business @ Lincoln Financial Group
- Senior Vice President and Head of Lincoln Financial Advisors @ Lincoln Financial Group
- Managing Director and Chief Operating Officer - Private Client Advisory Products and Platforms @ Merrill Lynch
- Senior Manager @ KPMG US
David Berkowitz's Education
- Columbia Business School
MBA (Finance)
1994 - 1996 - Drexel University's LeBow College of Business
BS (Accounting and Computer Systems Management)
1981 - 1986 - George Washington High School
High School
1977 - 1981
David Berkowitz's Skills
- Microsoft Office
- Business Development
- Microsoft Excel
- Customer Service
- Integration
- Sales
- Financial
- Data Center
- Management
- Portfolio Management
David Berkowitz's Summary
David Berkowitz, based in Hainesport, NJ, US, is currently a President and Board Member, Lincoln Financial Network - Lincoln’s Wealth Management business at Lincoln Financial Group, bringing experience from previous roles at Lincoln Financial Group, Merrill Lynch and KPMG Peat Marwick. David Berkowitz holds a 1994 - 1996 MBA in Finance @ Columbia Business School. With a robust skill set that includes Microsoft Office, Business Development, Microsoft Excel, Customer Service, Integration and more, David Berkowitz contributes valuable insights to the industry. David Berkowitz has 2 emails and 1 mobile phone number on RocketReach.
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