David Falcone Email & Phone Number
Senior Financial Consultant @ Vanguard
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David Falcone Location
- Malvern, PA, US
David Falcone Work
- 2025 -now Senior Financial Consultant @
- 2023 -2025 Corporate Retirement Plan Consultant and Investment Advisor @ CBIZ Investment Advisory Services
- 2022 -2023 Client Relationship Manager @
- 2018 -2022 Retirement Plan Consultant @
- 2017 -2018 Financial Advisor @
- 2015 -2017 Financial Services Professional and Agent @ NYLIFE Securities LLC
- 2011 -2015 Athletic Operations Staff @
- 2014 -2014 Financial Analyst @ City of Philadelphia
- 2013 -2014 Legal Aide @ Brown and Gould LLP
- 2011 -2013 Front End Sales Associate @
- 2013 -2013 Finance and Marketing Intern @
David Falcone Education
- Catholic University of America
Bachelor of Science (Finance)
2011-2015 - Father Judge High School 2008-2011
David Falcone Skills
- New Business Development
- Business Relationship Management
- Investment Management
- Financial Education
- Retirement Plan Consulting
- 401(k) Retirement Savings Plans
- 457 Plans
- Compliance Regulations
- Sales Management
- Sales Operations
- Lead Generation
- Process Improvement
- Asset Management
- Life Insurance
- Retirement Planning
- Wealth Preservation Planning
- 401k Rollovers
- Investments
- Teamwork
- Estate Planning
- Team Leadership
- Key Person Protection
- Education Funding
- Protection Planning
- Public Speaking
- Roth Ira
- Traditional Ira
- Rollovers
- Securities License
- Microsoft Office
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Social Media
- Leadership
- Management
- Data Analysis
- Youth Mentoring
- Sports Coaching
- Team Building
- Team Management
- Easily Adaptable
- Time Management
- Sales
- Pre-sales
- Sales Presentations
- PowerPoint
- Accounting
- Retail
- Windows
- Event Planning
- English
- Finance
- Outlook
- Risk Management
- Social Networking
- Community Outreach
- Customer Service
- Financial Analysis
- QuickBooks
- Financial Reporting
- Research
- Analysis
- Access
- Pre Sales
David Falcone Summary
- David Falcone, based in Malvern, PA, US, is currently a Senior Financial Consultant at Vanguard. David Falcone brings experience from previous roles at CBIZ Investment Advisory Services, Mutual of America Financial Group and Merrill Lynch. David Falcone holds a 2011 - 2015 Bachelor of Science in Finance @ Catholic University of America. With a robust skill set that includes New Business Development, Business Relationship Management, Investment Management, Financial Education, Retirement Plan Consulting and more. David Falcone has 5 emails and 1 mobile phone numbers on RocketReach.
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