Senior Wealth Advisor @ (December 2020 - March 2026)
Director, Portfolio Management @ First Ohio Planning, LLC (December 2018 - December 2020)
Investment Banking Associate @ (December 2017 - November 2018)
Portfolio Manager @ (March 2009 - December 2017)
Project Director @ Vogt, Williams, and Bowen, LLC (August 2006 - December 2008)
David Currier Education
University of Colorado at Boulder
Bachelor (Economics)
2002-2006
The Columbus Academy 1990-2002
David Currier Skills
Asset Management
Due Diligence
New Business Development
Investments
Market Research
Business Strategy
Financial Analysis
Risk Management
Financial Modeling
Corporate Finance
Portfolio Management
Valuation
Capital Markets
Hedge Funds
Private Equity
Finance
Strategic Planning
Leadership
Business Development
David Currier Summary
David Currier, based in Columbus, OH, US, is currently a VP, Senior Wealth Advisor at German American. David Currier brings experience from previous roles at Ohio BWC (Official), Mercer Advisors, First Ohio Planning, LLC and Copper Run Capital LLC. David Currier holds a 2002 - 2006 Bachelor in Economics @ University of Colorado at Boulder. With a robust skill set that includes Asset Management, Due Diligence, New Business Development, Investments, Market Research and more. David Currier has 4 emails and 1 mobile phone numbers on RocketReach.
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