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David Bolger Location
Philadelphia, PA, US
David Bolger Work
2025 -now Senior Vice President @
2022 -2025 Vice President @
2008 -2021 Vice President @
2002 -2008 Assistant Vice President @
2000 -2002 Financial Advisor @
David Bolger Education
Villanova University
MBA
Penn State University
Bachelor's Degree
David Bolger Skills
Securities
Series 7
Series 63
Portfolio Management
Series 6
Wealth Management
Strategic Financial Planning
Mutual Funds
Alternative Investments
Financial Modeling
Retirement Planning
Financial Analysis
Small Business Lending
Retirement
Equities
Mortgage Lending
Loans
Investments
Credit Analysis
Asset Managment
Leadership
Team Building
Sales
Financial Services
Customer Service
Management
Retail Banking
David Bolger Summary
David Bolger, based in Philadelphia, PA, US, is currently a Senior Vice President at Tompkins Financial Corporation. David Bolger brings experience from previous roles at Citizens, Wells Fargo and Morgan Stanley. David Bolger holds a MBA @ Villanova University. With a robust skill set that includes Securities, Series 7, Series 63, Portfolio Management, Series 6 and more. David Bolger has 1 emails and 2 mobile phone numbers on RocketReach.
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