David Doerflinger Email & Phone Number
Chief Operating Officer @ Eastover Capital Management
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David Doerflinger Location
- Charlotte, NC, US
David Doerflinger Work
- 2021 -now Chief Operating Officer @
- 2017 -2021 Relationship Manager @
- 2010 -2017 Senior Business Development Officer @
- 2007 -2010 CFO @
- 2001 -2007 Regional Director @
- 1999 -2001 Director of Investment Products @
- 1989 -1999 VP @
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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