David Doyle Email & Phone Number
Chief Compliance Officer
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David Doyle Location
- Troy, MI, US
David Doyle Work
- 2018 - now Chief Compliance Officer @ Plante Moran Financial Advisors
- 2017 - 2018 Chief Compliance Officer @
- 2016 - 2017 Consultant @
- 2010 - 2016 Senior Vice-President and Chief Compliance Officer @ Comerica Securities, Inc.
- 2009 - 2010 Vice President, Compliance @
- 2006 - 2009 Vice President and Chief Compliance Officer @ Ameriprise Advisor Services, Inc./H&R Block Financial Advisors, Inc.
- 1999 - 2006 Associate General Counsel @ H&R Block Financial Advisors, Inc.
- 1994 - 1999 Corporate Counsel and AVP and Corporate Counsel and Assistant General Counsel @ H&R Block Financial Advisors, Inc./Olde Discount Corporation
David Doyle Education
- Chicago-Kent College of Law, Illinois Institute of Technology
J.D. (Law)
1989 - 1992 - University of Michigan
B.A. (English)
1985 - 1989
David Doyle Skills
- Securities
- Compliance
- Series 7
- Alternative Investments
- Investment Advisory
- Series 63
- FINRA
- Financial Services
- Investment Management
- Equities
- Mutual Funds
- Retirement Planning
- Asset Allocation
- Risk Management
- Wealth Management
- Asset Management
- Due Diligence
- Financial Planning
- Bonds
- Securities Regulation
- Series 24
- Investments
- Strategic Financial Planning
- Portfolio Management
- AML
- Finance
- Fixed Income
- Research
- Leadership
- Management
- Microsoft Excel
David Doyle Summary
- David Doyle, based in Troy, MI, US, is currently a Chief Compliance Officer at Plante Moran Financial Advisors. David Doyle brings experience from previous roles at LJPR Financial Advisors, Lumen Legal, Comerica Securities, Inc. and Ameriprise Financial Services, Inc.. David Doyle holds a 1989 - 1992 J.D. in Law @ Chicago-Kent College of Law, Illinois Institute of Technology. With a robust skill set that includes Securities, Compliance, Series 7, Alternative Investments, Investment Advisory and more. David Doyle has 1 emails and 1 mobile phone numbers on RocketReach.
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David Doyle
Chief Financial Officer
London, GB
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