David Broadwell Email & Phone Number
Senior Vice President @ Citi
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David Broadwell Location
- Houston, TX, US
David Broadwell Work
- Senior Vice President @ (August 2026 - Present)
- Vice President @ (April 2015 - Present)
- Investment Specialist @ (April 2015 - Present)
- Financial Advisor @ (November 2014 - April 2015)
- Senior Financial Analyst @ (April 2011 - May 2014)
- Portfolio Manager Associate - Trust Client Services Division @ (July 2009 - April 2011)
- Client Sales Representative @ (April 2009 - August 2009)
- Financial and Insurance Representative Intern @ (April 2008 - August 2008)
- Intern - Global Wealth Management Division @ (August 2007 - December 2007)
David Broadwell Education
- The College of Saint Rose
MBA (Business Administration)
2009-2011 - The College of Saint Rose
Bachelors of Science (Business Administration)
2005-2009
David Broadwell Skills
- Investments
- Strategic Financial Planning
- Portfolio Management
- Wealth Management
- Finance
- Asset Allocation
- Financial Analysis
- Retirement Planning
- Insurance
- Life Insurance
- Financial Risk
- Cash Flow
- Wealth
- Mutual Funds
- Investment Strategies
- Equities
- Fixed Income
- Wealth Transfer Strategies
- Administrative Assistance
- Eagle Scout
- New York City
- International
- Discover
- Perspective
- Portfolio
- Sales
- History
- Evaluations
- Applications
- Client Meetings
- New York
- Assembling
- Boy Scouts
- Honor
- Financial Services
- CVS
- Licensure
- Business Administration
- Strategies
- Sales Trainings
- Disability Insurance
- Arranging
- Florida
- Merrill Lynch
- Conferences
- House
- Delta
- Pharmacy
- Financial Statements
- Insurance Planning
- Science
- Planners
- Accident
David Broadwell Summary
- David Broadwell, based in Houston, TX, US, is currently a Senior Vice President at Citi. David Broadwell brings experience from previous roles at J.P. Morgan Asset Management, Wells Fargo Advisors and The Ayco Company, L.P., Goldman Sachs. David Broadwell holds a 2009 - 2011 MBA in Business Administration @ The College of Saint Rose. With a robust skill set that includes Investments, Strategic Financial Planning, Portfolio Management, Wealth Management, Finance and more. David Broadwell has 4 emails on RocketReach.
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