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David Escobar Location
Irvine, CA, US
David Escobar Work
Managing Partner @ (September 2023 - Present)
Senior Vice President Wealth Management @ (November 2008 - September 2023)
Financial Advisor @ (July 2002 - November 2008)
Auditor @ (September 2001 - July 2002)
David Escobar Education
Loyola Marymount University, College of Business Administration
B.S. (Accounting)
1998-2001
Notre Dame High School 1993-1997
David Escobar Skills
Investments
Leadership
Public Speaking
Social Media
Microsoft Office
Event Planning
Finance
Strategic Planning
Financial Analysis
Management
Research
Portfolio Management
Customer Service
Project Management
David Escobar Summary
David Escobar, based in Irvine, CA, US, is currently a Managing Partner at Bertain Escobar Wealth Management. David Escobar brings experience from previous roles at UBS Financial Services, Inc., Morgan Stanley Dean Witter and Deloitte & Touche. David Escobar holds a 1998 - 2001 B.S. in Accounting @ Loyola Marymount University, College of Business Administration. With a robust skill set that includes Investments, Leadership, Public Speaking, Social Media, Microsoft Office and more. David Escobar has 2 emails and 3 mobile phone numbers on RocketReach.
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