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David Dowell Location
Lexington, KY, US
David Dowell Work
Senior Vice President @ (September 2020 - Present)
Partner @ (July 2004 - September 2020)
Senior Vice-President @ (April 2000 - July 2004)
Partner and Branch Office Manager @ JC Bradford & Co. (June 1990 - April 2000)
Vice-President @ (April 1982 - June 1990)
David Dowell Education
Thunderbird School of Global Management
MBA (Business)
1975-1976
Washington and Lee University
BA (German)
1971-1975
David Dowell Skills
Investments
Asset Allocation
Investment Strategies
Wealth Management
Investment Advisory
Series 7
Asset Managment
Securities
Equities
Private Equity
Financial Analysis
Retirement Planning
Portfolio Management
Fixed Income
Estate Planning
David Dowell Summary
David Dowell, based in Lexington, KY, US, is currently a Senior Vice President at Meridian Wealth Management, LLC. David Dowell brings experience from previous roles at Russell Capital Management, UBS, JC Bradford & Co. and Hilliard Lyons. David Dowell holds a 1975 - 1976 MBA in Business @ Thunderbird School of Global Management. With a robust skill set that includes Investments, Asset Allocation, Investment Strategies, Wealth Management, Investment Advisory and more. David Dowell has 2 emails and 2 mobile phone numbers on RocketReach.
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