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David Housley Location

San Antonio, TX, US

David Housley Work

2016 -now Owner @
2018 -2021 Director FP and A @
2014 -2018 Sr. FP and A Manager @
2012 -2013 Financial Planning and Analysis Manager @
2010 -2011 Fixed Income Product Specialist @
2005 -2010 Equity Consultant @
2002 -2005 Portfolio Manager and Team Leader @ Wells Fargo Private Asset Management
2000 -2002 Portfolio Manager @ Wells Fargo Private Asset Management
2000 -2000 Associate Portfolio Manager @ Wells Fargo Private Asset Management

David Housley Education

Arizona State University, W. P. Carey School of Business
MBA (Finance)
Brigham Young University
Bachelor of Science (Business Management; International Finance)

David Housley Skills

Portfolio Management
Equities
Strategy
Securities
Financial Services
Wealth Management
Asset Allocation
Due Diligence
Leadership
Business Development
Finance
Corporate Finance
Bloomberg
Banking
Investment Management
Analysis
Strategic Financial Planning
Relationship Management
Financial Modeling
Fixed Income
Financial Markets
Equity Research
Financial Analysis
Valuation
Asset Management
Management
Financial Planning
Alternative Investments
Writing
Positioning
Variance Analysis
Consulting
Synergies
Planning
Market
Sound
Prospects
Audio Conferencing
CDS
Windows
Sales
Loop
Brokerage
Net
Cost
Investment Research
Annual Reviews
Seattle
Competitive Analysis
Market Information
SAN
Executive Positions
Client Accounts
Business Administration
Las Vegas
Construction
Co Authored
Bear
Direct Mail
Steel Detailing
Real Estate Transactions
Revenue
Financial Statements
Insurance Planning
Science
Airlines
Calls
Funding
Presentations to Large Groups
CRM
Hedge Funds
Clients Needs
In Depth Analysis
Security Research
PowerPoint
Investment Policy
Publications
Public Speaking
Accounting
Quarter
Bonds
Primary Research
Baseline
Face to Face
Commentary
EBITDA
Detail Oriented
Year End
Guidance
Demanding
Forecasting
Business Services
Education
Offering
Reports
Loss Prevention
Flow Analysis
Inventory
Budgeting
Microsoft Excel
New Business Development
Risk Management
Policy
External Audiences
Audience
Traders
Conferences
Private Equity
Business Management
Portfolio Managers
Reporting
Third Party Applications
Promoting
Advertising Agency
Realignment
P&l
Constraints
Vehicles
SAP
C
Retail
Fundamental Analysis
Model Portfolios
Floors
Month End
Reporting Tools
Client Services
Communication
Modeling
Open Architecture
Advertising
Technical Savvy
Strategic Planning
MBS
Attractive
Lake Homes
Marketing
Investor Presentations
Rolling
Essbase
Project Planning
Newsletters
ETFs
Corporate Development
Services
Brokers
Presentations
LinkedIn
Responsibility
Internal Audit
Attrition
SALT
Equity Sales
Executive Management
Portfolio
Private Clients
Account Management
Korean
Client Meetings
Reviews
Spreadsheets
Investments
Guidelines
Managing Accounts
Structured Notes
Credentials
Materials
Software
Performance Reviews
Arizona
Mutual Funds
Microsoft Word
Investment Strategies
Stocks
Rate
Mesa
Cash
Analytical Skill
Asset
Financial Planning and Analysis
Decision Making
Treasury
Budgets
Client Presentation
CPOE
Problem Solving
Trading
Risk
Meetings
Conceptual Modeling
Mergers and Acquisitions
Consolidated Reporting
Company Research
Wells Fargo
International Finance
Technical Aspects

David Housley Summary

David Housley, based in San Antonio, TX, US, is currently a Owner at Lifetime HOA Management.com. David Housley brings experience from previous roles at Harland Clarke and Wells Fargo Advisors. David Housley holds a MBA in Finance @ Arizona State University, W. P. Carey School of Business. With a robust skill set that includes Portfolio Management, Equities, Strategy, Securities, Financial Services and more. David Housley has 2 emails and 2 mobile phone numbers on RocketReach.