David Bowman Email & Phone Number
Managing Director of Partnerships @ XY Planning Network
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David Bowman Location
- Yucca Valley, CA, US
David Bowman Work
- 2026 -now Managing Director of Partnerships @
- 2023 -2026 Director of Partnerships @
- 2015 -2024 Founder, Practice Management Coach @
- 2017 -2023 Co-Founder, COO, Director of Advisor Success @
- 2017 -2023 Co-Founder, Director of Advisor Success @
- 2016 -2017 Contract Recruiter @
- 2013 -2015 Associate Financial Advisor @
- 2012 -2013 Financial Planning Assistant Intern @
David Bowman Education
- The Ohio State University
David Bowman Skills
- Microsoft Office
- Microsoft Word
- PowerPoint
- Research
- Marketing
- Microsoft Excel
- Regional Planning
- Strategic Financial Planning
- Strategy
- Policy Analysis
David Bowman Summary
- David Bowman, based in Yucca Valley, CA, US, is currently a Managing Director of Partnerships at XYPN. David Bowman brings experience from previous roles at XYPN, Outsourced Planning, LLC, College Aid Pro™ and Capstone College Partners. David Bowman holds a The Ohio State University. With a robust skill set that includes Microsoft Office, Microsoft Word, PowerPoint, Research, Marketing and more. David Bowman has 2 emails and 3 mobile phone numbers on RocketReach.
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