David Cfp® Location
Florida, United States
David Cfp® Work
- 2024 - now Financial Advisor - Wealth Management @ UBS Group AG
- 2018 - 2024 Financial Advisor @ Morgan Stanley
- 2000 - 2018 Vice President @ Gregory Advisors, Inc.
- 1998 - 2000 Staff Assistant @ U.S. Senator Arlen Specter
David Cfp® Education
- Villanova University
Bachelor of Arts - BA (Political Science and Government)
1994 - 1998
David Cfp® Summary
David Cfp®, based in Florida, United States, is currently a Financial Advisor - Wealth Management at UBS. David Cfp® brings experience from previous roles at Morgan Stanley, Gregory Advisors, Inc. and U.S. Senator Arlen Specter. David Cfp® holds a 1994 - 1998 Bachelor of Arts - BA in Political Science and Government @ Villanova University. David Cfp® has 4 emails on RocketReach.
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