David Borenstein Email
Senior Vice President - Investments @ Wells Fargo Advisors
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David Borenstein Location
- Washington, DC, US
David Borenstein Work
- Senior Vice President - Investments @ (February 2009 - Present)
- First Vice President - Wealth Management @ (January 1993 - February 2009)
David Borenstein Education
- University of Hartford
BS (Accounting)
1980-1984 - University of Hartford
David Borenstein Skills
- Alternative Investments
- Asset Allocation
- Estate Investment Planning
- Finance
- Investment Planning
- Investments
- Mutual Funds
- Retirement Planning
- Securities
- Wealth Management
- Series 7
- Series 63
- Asset Management
- Financial Planning
- Portfolio Management
- Estate Planning
- Financial Analysis
- Customer Service
- Sales
- Microsoft Office
David Borenstein Summary
- David Borenstein, based in Washington, DC, US, is currently a Senior Vice President - Investments at Wells Fargo Advisors. David Borenstein brings experience from previous roles at Smith Barney. David Borenstein holds a 1980 - 1984 BS in Accounting @ University of Hartford. With a robust skill set that includes Alternative Investments, Asset Allocation, Estate Investment Planning, Finance, Investment Planning and more. David Borenstein has 1 emails on RocketReach.
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