Location
Los Angeles, California, United States
Work
- Financial Advisor @ UBS
- Senior Wealth Strategy Associate @ New York Fitness Clubs
- National Director of Portfolio Management @ City National Rochdale
- Senior Director - Portfolio Management @ BNY Mellon
- Senior Vice President @ BMO Harris Bank
- Senior Vice President @ Engemann Asset Management
- Managing Director @ Mar Vista Investment Partners, LLC
- CPA @ EY
Education
- University of California, Los Angeles
BA (Economics)
Skills
- Portfolio Management
- Wealth Management
- Hedge Funds
- Accounting
- Public Speaking
- Team Leadership
- Change Leadership
- Private Wealth Management
- Wealth Management Services
- Equities
David Garza Email Address
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