David Birnbaum Email & Phone Number
Professional Advisor Committee
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David Birnbaum Location
- New York, NY, US
David Birnbaum Work
- Professional Advisor Committee @ Optometric Center of New York (November 2023 - Present)
- Financial Advisor @ (May 2019 - Present)
- Custom Credit Executive @ (August 2018 - May 2019)
- Investment Finance Transactor @ Citi Private Bank (September 2016 - August 2018)
- VP, High Net Worth Lending Advisor @ (August 2010 - September 2016)
- Financial Specialist @ (May 2007 - July 2010)
David Birnbaum Education
- Long Island University
MBA (FINANCE)
2007-2009 - SUNY Albany
B.S. (SIFE: Students in Free Enterprise)
2001-2003
David Birnbaum Skills
- Wealth Management
- Private Banking
- Securities Lending
- Real Estate Financing
- Commercial Lending
- Aircraft Finance
- Credit
- Liquidity
- Series 7
- Series 63
- FINRA
- Life Insurance
- Health Insurance
- Commercial Real Estate Analysis
- Uniform Combined State Law
- Securities
- Fixed Income
- Banking
- Finance
- Financial Services
- Investments
- Loans
- Portfolio Management
- Equities
- Leadership
- IT Strategy
- Strategic Partnerships
- Linux
- Data Center
- Start Ups
- Networking
- Telecommunications
- IP
- Vendor Management
- Team Leadership
- Strategic Planning
- Engineering
- Liquidity Management
- Program Management
- Managed Services
- Risk Management
- Product Management
- Financial Analysis
- Budgets
- SaaS
- Business Strategy
- Management
- Project Management
- Trading
- Marketing Strategy
- Security
- Cloud Computing
- Integration
David Birnbaum Summary
- David Birnbaum, based in New York, NY, US, is currently a Professional Advisor Committee at Optometric Center of New York. David Birnbaum brings experience from previous roles at Morgan Stanley, Merril Lynch Inc, Citi Private Bank and Morgan Stanley Private Bank. David Birnbaum holds a 2007 - 2009 MBA in FINANCE @ Long Island University. With a robust skill set that includes Wealth Management, Private Banking, Securities Lending, Real Estate Financing, Commercial Lending and more. David Birnbaum has 2 emails and 3 mobile phone numbers on RocketReach.
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David Birnbaum
Professional Advisor Committee
New York, NY, US
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