David Halverson Email & Phone Number
Senior Director - Investments @ Oppenheimer & Co. Inc.
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David Halverson Location
- Rancho Palos Verdes, CA, US
David Halverson Work
- 1977 -now Senior Director - Investments @
David Halverson Education
- American Graduate School of International Management ("Thunderbird")
Bachelor of Foreign Trade, With Honors (Foreign Trade)
- University of California at Los Angeles
Bachelor of Arts (Political Science, History, Psychology)
- University of Southern California (Graduate School of Business)
(Business Administration, Accounting)
David Halverson Skills
- Investments
- Securities
- Fixed Income Strategies
- Retirement
- Retirement Savings
- Financial Advisory
- Estate Investment Strategies
- Investment Strategies
- Wealth Management Services
- Tax-Efficient Strategies
- Asset Allocation
- Leadership
- Portfolio Management
- Tax Efficient Strategies
- Valuation
- Marketing
- Finance
- Strategy
- Sales
David Halverson Summary
- David Halverson, based in Rancho Palos Verdes, CA, US, is currently a Senior Director - Investments at Oppenheimer & Co. Inc.. David Halverson holds a Bachelor of Foreign Trade, With Honors in Foreign Trade @ American Graduate School of International Management ("Thunderbird"). With a robust skill set that includes Investments, Securities, Fixed Income Strategies, Retirement, Retirement Savings and more. David Halverson has 3 emails and 2 mobile phone numbers on RocketReach.
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