David Clase Location
- Indianapolis, IN, US
David Clase Work
- 2021 - now Franchise Owner @
- 2020 - 2021 Vice President, Director, Capital Bank and Trust @
- 2017 - 2020 Vice President, Director, Client Services, Enhanced Client Services @
- 2005 - 2016 Vice President, Director, Mutual Fund Oerations @
- 2003 - 2005 Sr. Manager, Shareholder Services @
- 1989 - 2003 Director, Private Client Services | Team Manager | Training Manager | Registered Representative @
David Clase Education
- Indiana University Bloomington
Bachelor of Science - BS (Kelley School of Business, Finance)
David Clase Skills
- Financial Services
- Wealth Management
- Mutual Funds
- Investments
- Finance
- Strategy
- Continuous Improvement
- Brokerage
- Business Strategy
- Management
- Customer Service
- Leadership
- Leadership Development
- Organizational Leadership
- Interpersonal Communication
- Diversity & Inclusion
- Asset Management
- Securities
- Series 24
- Series 63
David Clase Summary
- David Clase, based in Indianapolis, IN, US, is currently a Franchise Owner at BIGGBY COFFEE. David Clase brings experience from previous roles at Capital Group. David Clase holds a Bachelor of Science - BS in Kelley School of Business, Finance @ Indiana University Bloomington. With a robust skill set that includes Financial Services, Wealth Management, Mutual Funds, Investments, Finance and more. David Clase has 3 emails and 2 mobile phone numbers on RocketReach.
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Top BIGGBY COFFEE Employees
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