David Kay Email & Phone Number
First Vice President - Investment Officer @ Wells Fargo Advisors
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David Kay Location
- Philadelphia, PA, US
David Kay Work
- 2019 -now First Vice President - Investment Officer @
- 2008 -2019 Vice president, Financial Advisor @
- 2008 -2019 Vice President, Senior Financial Advisor @
- 2006 -2008 Investment Representative @ Lehman Brothers
- 2004 -2006 Manager of Money Manager Relations @ Lockwood Advisors
- 1997 -2004 Attorney @
David Kay Education
- University of Wisconsin-Madison
BA (International Relations)
1989-1993
David Kay Skills
- Private Equity
- Mutual Funds
- Wealth Management
- ETFs
- Series 63
- Asset Management
- Estate Planning
- Securities
- Series 7
- Investment Advisory
- Financial Planning
- Alternative Investments
- Retirement Planning
- Equities
- Asset Allocation
- Strategic Financial Planning
- Finance
- Investment Strategies
- Hedge Funds
- Investment Management
- Wealth Management Services
- Strategic Investment Planning
- High Net Worth Individuals
- Investment Planning
David Kay Summary
- David Kay, based in Philadelphia, PA, US, is currently a First Vice President - Investment Officer at Wells Fargo Advisors. David Kay brings experience from previous roles at Merrill Lynch, Lehman Brothers and Lockwood Advisors. David Kay holds a 1989 - 1993 BA in International Relations @ University of Wisconsin-Madison. With a robust skill set that includes Private Equity, Mutual Funds, Wealth Management, ETFs, Series 63 and more. David Kay has 2 emails and 2 mobile phone numbers on RocketReach.
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