David Eller Email & Phone Number
Vice President - Wealth Advisor @ CAPTRUST
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
David Eller Location
- Charlotte, NC, US
David Eller Work
- 2024 -now Vice President - Wealth Advisor @
- 2020 -2023 Director @
- 2016 -2020 Vice President @
- 2011 -2016 Associate @
- 2009 -2011 Equity Research Associate @
- 2008 -2009 Junior Equity Research Associate @
- 2007 -2008 Market Representative Intern @
- 2007 -2007 Summer Intern @
David Eller Education
- Tecnológico de Monterrey
Certificate
2007-2008 - University of North Carolina at Chapel Hill
Bachelor of Science
2003-2007
David Eller Skills
- Capital Markets
- Bloomberg
- Financial Modeling
- Equity Research
- Financial Analysis
- Research
- Spanish
- Valuation
- Strategic Planning
- Microsoft Excel
- Corporate Debt
- Finance
- Private Equity
- Trading
- Financial Services
- Analytical Skills
- Strategy
- Investments
- High Yield Bonds
- Leadership
- Team Development
- Management
- Critical Thinking
- Data Analysis
- Communication
- Presentations
- Publications
- Problem Solving
- Collaboration
- Teamwork
- Mentoring
- Public Speaking
- Conferences
- Planning Budgeting & Forecasting
- Strategic Thinking
- Decision-Making
- Budgeting
- Forecasting
- Due Diligence
- Excel Models
- Planning
- Equity Valuation
- Portfolio Management
- Spanish Language Fluency
- Microsoft Office
- PowerPoint
- Writing
- International Business
- Market
- Prospects
- Psi
- Sales
- Cold Calling
- Bicultural
- Market Research
- Language Development
- Honor
- Business Administration
- Foreclosures
- Campbell
- Sales and Marketing
- Parking Management
- Real Estate
- Scholarships
- Film
- Revenue
- Financial Statements
- Peachtree
- Science
- CRM
- Mexico
- Finalist
- Swimming
- Seminars
- Lender
- Business Services
- Education
- Atlanta
- Offering
- Bilingual
- Boy Scouts
- Student Government
- Working Abroad
- Sold
- Volleyball
- Cash Flow Forecasting
- Water Polo
- Property
- Industrial Real Estate
- American
- Loans
- Campaigns
- Eagle
- Tourism
- Direct Marketing
- Organizer
- Space
- Negotiation
- New Clients
- Marketing
- Contractual Agreements
- House
- Adventure
- Analytics
- Tennis
- Amateur
- Camp
- International
- Trust
- Mortgage Lending
- Materials
- Enthusiast
- Kenan
- Strengthening
- Microsoft Word
- Wall Street
- Viability
- Proposal Writing
- Tutoring
- Latin American Business
- Recruiting
- Securities
David Eller Summary
- David Eller, based in Charlotte, NC, US, is currently a Vice President - Wealth Advisor at CAPTRUST. David Eller brings experience from previous roles at Wells Fargo and Raymond James. David Eller holds a 2007 - 2008 Certificate @ Tecnológico de Monterrey. With a robust skill set that includes Capital Markets, Bloomberg, Financial Modeling, Equity Research, Financial Analysis and more. David Eller has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different David Eller?
Find contact details for 700 million professionals.
Others Named David Eller
David Eller
Director of Maintenance
Forney, TX, US
David Eller
Director of Human Resources
Greensboro, NC, US
David Eller
Vice President - Wealth Advisor
Charlotte, NC, US
David Eller
Chairman and Chief Executive Officer
Houston, TX, US
David Eller
Vice President
Augusta, GA, US
David Eller
Investment Analyst
Liberty Hill, TX, US
Top CAPTRUST Employees
Scott Matheson
Managing Director, Head of Client Solutions
Durham, NC, US
Fielding Miller
Chairman and CEO
Raleigh, NC, US
Christina Markell-Balleza
Managing Director | General Counsel
San Antonio, TX, US
Robert Miller
Chief Financial Officer
Raleigh, NC, US
Rick Shoff
Managing Director, Advisor Support Group
Doylestown, PA, US
Heather Darcy
Vice President | Financial Advisor
Raleigh, NC, US
John Martin
Senior Vice President, Financial Advisor
Raleigh, NC, US
Patrick Flint
Senior Vice President, Financial Advisor
Raleigh, NC, US
Emma Marlatt
Vice President of Business Development
Raleigh, NC, US
Megan Loftin
Vice President | Financial Advisor
Raleigh, NC, US
Miller
Chief Financial Officer
Fort Lauderdale, FL, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co