David Hudak Email & Phone Number
Senior Vice President and Financial Advisor @ CAPTRUST
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David Hudak Location
- Warren, NJ, US
David Hudak Work
- 2022 -now Senior Vice President and Financial Advisor @
- 2006 -2022 Senior Consultant @ Portfolio Evaluations, Inc
- 2002 -2006 Senior Key Account Representative @ ADP Retirement Services
- 1999 -2001 Financial Advisor @ American Express Financial Advisors
David Hudak Education
- Seton Hall University
MBA
1997-1999 - Gettysburg College
BA
1993-1997
David Hudak Skills
- ERISA
- Defined Benefit
- Pensions
- Defined Contribution
- 401k
- Retirement
- Employee Benefits
- Series 7
- Investments
- Fiduciary Services
- Mutual Funds
- Financial Advisory
- Finance
- Financial Analysis
- Program Management
- 403 b
- Asset Management
- Portfolio Management
- Retirement Planning
- 403b
- Endowment Funds
- Fiduciary Management
- Asset Allocation
- Investment Strategies
- Pension Funds
- Due Diligence
David Hudak Summary
- David Hudak, based in Warren, NJ, US, is currently a Senior Vice President and Financial Advisor at CAPTRUST. David Hudak brings experience from previous roles at Portfolio Evaluations, Inc, ADP Retirement Services and American Express Financial Advisors. David Hudak holds a 1997 - 1999 MBA @ Seton Hall University. With a robust skill set that includes ERISA, Defined Benefit, Pensions, Defined Contribution, 401k and more. David Hudak has 2 emails and 1 mobile phone numbers on RocketReach.
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