David Duly Email & Phone Number
Vice President - Financial Consultant @ Charles Schwab
5 free lookup(s).
David Duly Location
- Austin, Texas, United States
David Duly Work
- 2022 - now Vice President - Financial Consultant @
- 2021 - 2022 Financial Consultant Partner @
- 2017 - 2021 Participant Retirement Specialist @
- 2016 - 2017 Inherited -Estates Representative @
- 2008 - 2016 Senior Sales Representative @ Production Components
- 2004 - 2007 Account Executive @
David Duly Education
- The University of Dallas 2017 - 2018
- Liberty University
(Leadership)
- Liberty University
Master of Arts (Theological Studies, Theology)
- University of North Texas
Bachelor of Business Administration (Economics)
David Duly Skills
- Relationship Building
- Investment Products
- Financial Concepts
- Investment Management
- Asset Allocation
- Sales
- Financial Planning
- Bonds
- Investment Advisory
- Financial Services
- Estate Planning
- Asset Management
- Wealth Management
- Retirement Planning
- Mortgage Lending
- 401(k) Retirement Savings Plans
- Mutual Funds
- Trading
- Life Insurance
- Equities
- Alternative Investments
- Asset Allocation Strategies
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Microsoft Outlook
- Customer Service
- Time Management
- Management
- Working with Investors
- Leadership
- Business Relationship Management
- Personal Financial Planning
- Certified Financial Planner
- Portfolio Risk
- Investment Advisory Services
- Investment Sales
- Uniform Combined State Law
- Holistic Financial Planning
- CFP
- Diffusion Of Innovation
- Disruptive Innovation
- cross-cultural leadership
- Transfromational Leadership
- FINRA
- ETFs
- Series 63
- Corporate Bonds
- Municipal Bonds
- Government Bonds
David Duly Summary
- David Duly, based in Austin, Texas, United States, is currently a Vice President - Financial Consultant at Charles Schwab. David Duly brings experience from previous roles at Charles Schwab, Fidelity Investments and Production Components. David Duly holds a 2017 - 2018 The University of Dallas. With a robust skill set that includes Relationship Building, Investment Products, Financial Concepts, Investment Management, Asset Allocation and more. David Duly has 2 emails on RocketReach.
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