Senior Business Development Officer @ (May 2010 - July 2017)
CFO @ (February 2007 - May 2010)
Regional Director @ (February 2001 - February 2007)
Director of Investment Products @ (January 1999 - January 2001)
VP @ (November 1989 - October 1999)
David Doerflinger Education
Kansas State University
BS (Business)
1983-1987
David Doerflinger Skills
Mutual Funds
Strategic Financial Planning
Asset Managment
Series 7
Banking
Portfolio Management
Investments
Wealth Management
Series 63
Loans
Retirement Planning
Insurance
Development
Sales
Business Development
Business Analysis
Strategic Planning
Financial Services
Microsoft Office
Microsoft Excel
Financial Analysis
Strategic Financial
Services
David Doerflinger Summary
David Doerflinger, based in Charlotte, NC, US, is currently a Chief Operating Officer at Eastover Capital Management. David Doerflinger brings experience from previous roles at National Advisors Trust Company, FSB, Investment Professionals, Inc., Nexity Financial Services, Inc. and Raymond James. David Doerflinger holds a 1983 - 1987 BS in Business @ Kansas State University. With a robust skill set that includes Mutual Funds, Strategic Financial Planning, Asset Managment, Series 7, Banking and more. David Doerflinger has 2 emails and 1 mobile phone numbers on RocketReach.
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