David Halstead Email & Phone Number
Project Management and Strategic Planning Manager | Wealth Management @ Equitable
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David Halstead Location
- New York, NY, US
David Halstead Work
- 2000 -now Project Management and Strategic Planning Manager | Wealth Management @
- 1991 -2000 Assistant Vice President - Global Equity Capital Markets @
David Halstead Education
- Saint Lawrence University 1987-1991
- Princeton High School 1984-1987
David Halstead Skills
- Wealth Management Strategies
- New Business Development
- Marketing Communications
- Financial Management
- Risk Management
- Long-term Care Planning Strategies
- Financial Planning
- Budget Strategies
- Investment Advisory Services
- Business Succession Planning
- Development
- Training
- Operations Management
- Microsoft Excel
- Long Term Care Planning Strategies
David Halstead Summary
- David Halstead, based in New York, NY, US, is currently a Project Management and Strategic Planning Manager | Wealth Management at Equitable. David Halstead brings experience from previous roles at Merrill Lynch. David Halstead holds a 1987 - 1991 Saint Lawrence University. With a robust skill set that includes Wealth Management Strategies, New Business Development, Marketing Communications, Financial Management, Risk Management and more. David Halstead has 3 emails and 1 mobile phone numbers on RocketReach.
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