David Borrelli Email & Phone Number
Senior Vice President @ OppenheimerFunds
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David Borrelli Location
- California, United States
David Borrelli Work
- 2012 -now Senior Vice President @
- 2019 -now National Sales Director @
- 2003 -2012 Vice President Sales @
- 1994 -2002 Wholesaler @
David Borrelli Education
- Santa Clara University
Master of Business Administration (Finance)
1997-1999 - University of California - Davis
Bachelor of Science (Agricultural Economics)
1989-1994
David Borrelli Skills
- Asset Allocation
- Retirement Planning
- Wealth Management
- Series 7
- Series 63
- Mutual Funds
- Series 24
- CIMA
David Borrelli Summary
- David Borrelli, based in California, United States, is currently a Senior Vice President at Oppenheimerfunds. David Borrelli brings experience from previous roles at Invesco Us, Oppenheimerfunds and Franklin Templeton. David Borrelli holds a 1997 - 1999 Master of Business Administration in Finance @ Santa Clara University. With a robust skill set that includes Asset Allocation, Retirement Planning, Wealth Management, Series 7, Series 63 and more. David Borrelli has 4 emails and 3 mobile phone numbers on RocketReach.
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