David Crpc Email & Phone Number
Founder, Wealth Management
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David Crpc Location
- Seminole, FL, US
David Crpc Work
- 2018 -now Founder, Wealth Management @ DCH Wealth Management
- 2012 -2017 Partner, Wealth Management, CRPC @
- 2005 -2012 Financial Advisor @ Merrill Lynch
David Crpc Education
- University of Central Florida
Bachelor of Science in Business Administration (Finance and Economics)
2000-2002 - University of Central Florida
(Finance)
David Crpc Skills
- Chartered Retirement Planning Counselor
- Finance
- Financial Advisory
- Wealth
- Employee Benefits
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- Asset Allocation
- Alternative Investments
- Series 7
- Asset Management
- Series 63
- Management
- Investments
- Investment Advisory
- Portfolio Management
- Retirement Planning
- Financial Planning
- Marketing
- Business Strategy
- Project Management
- Market Research
- Marketing Research
- Social Media Marketing
- Strategy
- Microsoft Excel
- PowerPoint
- Data Analysis
- Advertising
- Marketing Analytics
- CRM
- Analysis
- Marketing Management
- Brand Equity
- Microsoft Office
- Social Media
- Marketing Mix
- B2C marketing
- Bloomberg Terminal
- Strategic Planning
- Trading
David Crpc Summary
- David Crpc, based in Seminole, FL, US, is currently a Founder, Wealth Management at DCH Wealth Management. David Crpc brings experience from previous roles at Platinum Wealth Partners Inc and Merrill Lynch. David Crpc holds a 2000 - 2002 Bachelor of Science in Business Administration in Finance and Economics @ University of Central Florida. With a robust skill set that includes Chartered Retirement Planning Counselor, Finance, Financial Advisory, Wealth, Employee Benefits and more. David Crpc has 1 emails and 2 mobile phone numbers on RocketReach.
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