David Clawson Email & Phone Number
Senior Financial Advisor @ Wells Fargo Advisors
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David Clawson Location
- Portland, OR, US
David Clawson Work
- 2022 -now Senior Financial Advisor @
- 2011 -2021 Branch Manager @
- 2014 -2016 Branch Manager @
- 2011 -2014 Investment Consultant @
- 2008 -2011 Business Banker and Licensed Banker @
- 2002 -2008 Financial Consultant @
David Clawson Education
- University of Redlands
Bachelor of Business Administration (BBA) (Business, Management, Marketing, and Related Support Services)
1998-2002
David Clawson Skills
- Financial Services
- Retirement Planning
- FINRA
- Sales Management
- Equities
- Bonds
- Annuity Sales
- Wealth Management
- Banking
- Trading
- Series 7
- Series 66
- Financial Planning
- Business Planning
- ETFs
- Mutual Funds
- Asset Allocation
- Modern Portfolio Theory
- Options Strategies
- Tactical Asset Allocation
- Experienced Sales Professional
- Relationship Management
- Thinkorswim
- Experienced Sales
- Project Management
- Business Analysis
- Tactical Asset
- Leadership
- Business Development
- Microsoft Office
- Financial Reporting
David Clawson Summary
- David Clawson, based in Portland, OR, US, is currently a Senior Financial Advisor at Wells Fargo Advisors. David Clawson brings experience from previous roles at TD Ameritrade and Wells Fargo. David Clawson holds a 1998 - 2002 Bachelor of Business Administration (BBA) in Business, Management, Marketing, and Related Support Services @ University of Redlands. With a robust skill set that includes Financial Services, Retirement Planning, FINRA, Sales Management, Equities and more. David Clawson has 3 emails and 3 mobile phone numbers on RocketReach.
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