David Fernelius Email & Phone Number
Managing Partner, Financial Advisor @ Vantage Wealth Management, LLC
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David Fernelius Location
- San Mateo, CA, US
David Fernelius Work
- 2007 -now Managing Partner, Financial Advisor @
- 1999 -2007 Financial Advisor @
- 1992 -1999 Financial Advisor @ American General Securities
- 1992 -1999 Facilities Services Manager @
- 1980 -1991 Various Specialist and Management Positions @
David Fernelius Skills
- Investments
- Wealth Management Services
- Business Strategy
- Microsoft Office
- Project Management
- Business Development
- Training
- Strategy
- Budgets
- iWork
- Facilities Operations
- Management Consulting
David Fernelius Summary
- David Fernelius, based in San Mateo, CA, US, is currently a Managing Partner, Financial Advisor at Vantage Wealth Management, LLC. David Fernelius brings experience from previous roles at SGC Financial, American General Securities, SGI and Hewlett-Packard. With a robust skill set that includes Investments, Wealth Management Services, Business Strategy, Microsoft Office, Project Management and more. David Fernelius has 2 emails and 1 mobile phone numbers on RocketReach.
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