David Emery Email & Phone Number
Adjunct Professor @ Temple University
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David Emery Location
- Doylestown, PA, US
David Emery Work
- 2024 -now Wealth Advisor @
- 2021 -now Adjunct Professor @
- 2021 -2025 Senior Financial Planner @
- 2011 -2021 CERTIFIED FINANCIAL PLANNER™ practitioner @
- 2005 -2011 Vice President, Senior Financial Advisor @
- 1997 -2005 CERTIFIED FINANCIAL PLANNER™ professional @ Prometheus Capital Management Company
- 1986 -2005 District Sales Engineer @ The Torrington Company, part of Ingersoll-Rand
David Emery Education
- Baldwin Wallace University
MBA (Business Administration)
1989-1992 - Lehigh University
BSME (Mechanical Engineering)
1982-1986 - Concord High School; Wilmington, DE 1979-1982
David Emery Skills
- Estate Planning
- Public Speaking
- Fixed Income
- Insurance
- Sales
- Portfolio Management
- Investments
- Investment Advisory
- Strategic Planning
- Sales Management
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- Risk Management
- Microsoft Excel
- Marketing
- Credit
- Project Planning
- Small Business
- Management
- Retirement
- Investment Management
David Emery Summary
- David Emery, based in Doylestown, PA, US, is currently a Adjunct Professor at Temple University. David Emery brings experience from previous roles at Waverly Advisors, LLC, Planning Capital, Marshall Financial (Doylestown, PA) and Univest National Bank and Trust Co.. David Emery holds a 1989 - 1992 MBA in Business Administration @ Baldwin Wallace University. With a robust skill set that includes Estate Planning, Public Speaking, Fixed Income, Insurance, Sales and more. David Emery has 2 emails and 2 mobile phone numbers on RocketReach.
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