David Gurley Location
Charlotte, NC, US
David Gurley Work
- 2024 - now Field Consultant @ C12 Business Forums
- 2022 - 2024 Advisor and Chief Domestique @ Switchback Advisors
- 2019 - 2021 North Carolina Market Leader @ Bank of America Private Bank
- 2003 - 2019 Wealth Management Advisor and Chartered Advisor in Philanthropy @ Merrill Lynch
- 2010 - 2017 Senior Resident Director @ Merrill Lynch
- 2012 - 2015 Member and Chair - Resident Director Advisory Council to Management (RDACTM) @ Merrill Lynch
- 1998 - 2003 Director of Business Development @ Solutions Consulting
- 1996 - 1998 Manager @ PwC
- 1993 - 1996 Senior Consultant @ Accenture
David Gurley Education
- UNC Kenan-Flagler Business School
MBA (Finance)
2002 - 2003 - North Carolina State University
BSIE (Industrial Engineering)
1989 - 1994
David Gurley Skills
- Wealth Management
- Portfolio Management
- Financial Advisory
- Financial Services
- Investments
- Management
- Wealth Management Services
- Series 7
- Program Management
- Investment Management
David Gurley Summary
David Gurley, based in Charlotte, NC, US, is currently a Field Consultant at C12 Business Forums. David Gurley brings experience from previous roles at Switchback Consulting, Bank of America Private Bank and Merrill Lynch. David Gurley holds a 2002 - 2003 MBA in Finance @ UNC Kenan-Flagler Business School. With a robust skill set that includes Wealth Management, Portfolio Management, Financial Advisory, Financial Services, Investments and more. David Gurley has 1 emails and 2 mobile phone numbers on RocketReach.
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