David Cerchio Email & Phone Number
Partner @ Preferred Client Group, LLC
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David Cerchio Location
- New York, NY, US
David Cerchio Work
- 2007 -now Partner @
- 2001 -2007 Financial Advisor @ Park Avenue Securities, LLC
- 1997 -2000 Account Executive @ Woolf Associates
David Cerchio Education
- Babson College - Franklin W. Olin Graduate School of Business
MBA (Business & Entrepreneurship)
1999-2001 - Wake Forest University
B.S. (Business)
1993-1997 - Middletown South High School 1989-1993
David Cerchio Skills
- Retirement Planning
- Life Insurance
- Disability Insurance
- Insurance
- Marketing
- Estate Planning
- Investments
- Strategic Planning
- Wealth Management
- Business Development
- New Business Development
- Public Speaking
- PowerPoint
- Employee Benefits
- Financial Planning
- Financial Analysis
- Finance
- Series 7
- Financial Services
- Management
- Series 63
- Leadership
- Securities
- IRAs
- Fixed Annuities
- Business Planning
- Business Strategy
- Mergers & Acquisitions
- Sales Management
- Strategic Financial Planning
- 401k
- Health Insurance
- Retirement
- Financial Advisory
- Sales
- Business Analysis
- JavaScript
- Mergers and Acquisitions
David Cerchio Summary
- David Cerchio, based in New York, NY, US, is currently a Partner at The Preferred Client Group, LLC. David Cerchio brings experience from previous roles at Park Avenue Securities, LLC and Woolf Associates. David Cerchio holds a 1999 - 2001 MBA in Business & Entrepreneurship @ Babson College - Franklin W. Olin Graduate School of Business. With a robust skill set that includes Retirement Planning, Life Insurance, Disability Insurance, Insurance, Marketing and more. David Cerchio has 2 emails and 1 mobile phone numbers on RocketReach.
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David Cerchio
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Bountiful, UT, US
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