David Ellman Email & Phone Number
Financial Advisor, Vice President - Investments @ Wells Fargo Advisors
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David Ellman Location
- California, United States
David Ellman Work
- 2025 -now Financial Advisor, Vice President - Investments @
- 2023 -2025 Private Wealth Advisor, VP @
- now Board Member, non-profit associations @ Board Membership
- 2015 -2023 Senior Team Leader and Senior Private Client Advisor, VP @
- 2015 -2015 VP and Branch Manager @
- 2003 -2014 SVP and Wealth Management Private Banker @
- 2003 -2003 VP and Financial Center Manager @
- 1989 -2003 VP and Financial Center Manager @
David Ellman Education
- San Diego State University-California State University
BS (Finance)
- Golden Gate University
MBA (Management)
- Harvard University
David Ellman Skills
- Wealth Management
- Investments
- Series 7
- Finance
- Financial Advisory
- Relationship Management
- Securities
- Commercial Lending
- Retirement Planning
- Mortgage Banking
- Credit Analysis
- Financial Planning
- Risk Management
- Cash Management
- Retail Banking
- Strategic Financial Planning
- Dale Carnegie Sales Advantage
- Toastmasters - Competent Toastmaster (CTM)
- Real Estate
- Asset Management
- Wealth Management Services
- Private Banking
- FINRA
- Series 24
- Residential Mortgages
- Series 66
- California Licensed Real Estate Broker
- CA Life, Accident & Health Insurance Agent
- Banking
- Financial Analysis
- Competent Toastmaster Ctm
- Credit
- Accident and Health Insurance Agent
- Toastmasters
- Financial Services
- Advisory
- Series 26
- Customer Service
- Services
- Marketing
- Ca Life
David Ellman Summary
- David Ellman, based in California, United States, is currently a Financial Advisor, Vice President - Investments at Wells Fargo Advisors. David Ellman brings experience from previous roles at BMO Wealth Management - U.S., Board Membership, Bank of the West Wealth Management and City National Bank. David Ellman holds a BS in Finance @ San Diego State University-California State University. With a robust skill set that includes Wealth Management, Investments, Series 7, Finance, Financial Advisory and more. David Ellman has 1 emails and 1 mobile phone numbers on RocketReach.
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