David Gurley Email & Phone Number
Field Consultant @ C12 Business Forums
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David Gurley Location
- Charlotte, NC, US
David Gurley Work
- 2024 -now Field Consultant @
- 2022 -2024 Advisor and Chief Domestique @
- 2019 -2021 North Carolina Market Leader @
- 2003 -2019 Wealth Management Advisor and Chartered Advisor in Philanthropy @
- 2010 -2017 Senior Resident Director @
- 2012 -2015 Member and Chair - Resident Director Advisory Council to Management (RDACTM) @
- 1998 -2003 Director of Business Development @ Solutions Consulting
- 1996 -1998 Manager @
- 1993 -1996 Senior Consultant @
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
- Mergers & Acquisitions
- Strategic Planning
- Asset Management
- Asset Allocation
- Project Management
- Leadership
- Banking
- Business Analysis
- Microsoft Office
- SQL
- Mergers and Acquisitions
- Services
- Philanthropy
- Process Improvement
- Business Process Improvement
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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