David Houle Email & Phone Number
Co-Founder | Director of Wealth Management @ Season Investments
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David Houle Location
- Colorado Springs, CO, US
David Houle Work
- 2011 -now Co-Founder | Director of Wealth Management @
- 2007 -now Co-Founder @ Proper Wines
- 2016 -2022 Board Member @
- 2003 -2011 Associate Portfolio Manager and Analyst @ Huntley Thatcher Ellsworth, Ltd.
- 2010 -2011 Associate Portfolio Manager and Analyst @
David Houle Education
- CFA Institute
Chartered Financial Analyst
2004-2006 - University of Colorado Colorado Springs
Bachelor’s Degree (Finance)
1999-2003
David Houle Skills
- Investments
- Portfolio Management
- Risk Management
- Wealth Management
- Asset Management
- Investment Advisory
- Business Valuation
- Capital Markets
- Financial Modeling
- Technical Writing
- Asset Managment
- CFO work
- Microsoft Office
- Microsoft Excel
- Customer Service
- Sales
- Marketing
- Program Management
David Houle Summary
- David Houle, based in Colorado Springs, CO, US, is currently a Co-Founder | Director of Wealth Management at Season Investments. David Houle brings experience from previous roles at Proper Wines, Springs Rescue Mission, Huntley Thatcher Ellsworth, Ltd. and Mars Hill Partners. David Houle holds a 2004 - 2006 Chartered Financial Analyst @ CFA Institute. With a robust skill set that includes Investments, Portfolio Management, Risk Management, Wealth Management, Asset Management and more. David Houle has 2 emails and 4 mobile phone numbers on RocketReach.
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