David D'Amico Email & Phone Number
Managing Director and Partner | Private Wealth Advisor, Intergenerational Wealth Transfer @ Treasury Partners
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David D'Amico Location
- New York, NY, US
David D'Amico Work
- 2009 -now Managing Director and Partner | Private Wealth Advisor, Intergenerational Wealth Transfer @
- 2003 -2009 Managing Director Principal | Private Wealth Management @
- 1986 -2003 Senior Vice President | Private Wealth Management Services @
David D'Amico Education
- Hunter College
BA (Economics)
1983-1986 - New Dorp 1979-1981
David D'Amico Skills
- Investment Management
- Wealth
- Institutional Investments
- Estate Planning
- Wealth Management Services
- Investment Strategies
- Wealth Accumulation
- Leadership
- Asset Management
- Fixed Income
- Business Development
- Wealth Preservation
- Cash Management
- Investment Banking
- Capital Markets
- Investment Advisory Services
- Intergenerational
- Trading
- Wealth Management
- Investment Advisory
- Equities
- Institutional
- Financial Analysis
- Options
- Marketing
- Financial Services
- Series 65
- ETFs
- Private Equity
- Alternative Investments
- Wealth Preservation Planning
- Real Estate
- Investments
- Hedge Funds
- Series 7
- Estate Tax Planning
- Securities
- Management
- Customer Service
- FINRA
- Microsoft Excel
- Financial Advisory
- Intergenerational Wealth Transfer
- Portfolio Optimization
- Asset Allocation
- Finance
- Portfolio Management
David D'Amico Summary
- David D'Amico, based in New York, NY, US, is currently a Managing Director and Partner | Private Wealth Advisor, Intergenerational Wealth Transfer at TREASURY PARTNERS. David D'Amico brings experience from previous roles at Bear Stearns and Oppenheimer & Co.. David D'Amico holds a 1983 - 1986 BA in Economics @ Hunter College. With a robust skill set that includes Investment Management, Wealth, Institutional Investments, Estate Planning, Wealth Management Services and more. David D'Amico has 2 emails and 2 mobile phone numbers on RocketReach.
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