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
- First Vice President - Investment Officer @ (April 2019 - Present)
- Vice president, Financial Advisor @ (August 2008 - April 2019)
- Vice President, Senior Financial Advisor @ (August 2008 - April 2019)
- Investment Representative @ Lehman Brothers (December 2006 - August 2008)
- Manager of Money Manager Relations @ Lockwood Advisors (January 2004 - January 2006)
- Attorney @ (January 1997 - January 2004)
David Kay Education
- University of Wisconsin-Madison
BA (International Relations)
1989-1993
David Kay Skills
- Alternative Investments
- Asset Allocation
- ETFs
- Equities
- Finance
- Hedge Funds
- High Net Worth Individuals
- Investment Planning
- Investment Strategies
- Mutual Funds
- Private Equity
- Retirement Planning
- Securities
- Strategic Investment Planning
- Wealth Management
- Series 63
- Asset Management
- Estate Planning
- Series 7
- Investment Advisory
- Financial Planning
- Strategic Financial Planning
- Investment Management
- Wealth Management Services
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 Alternative Investments, Asset Allocation, ETFs, Equities, Finance and more. David Kay has 2 emails and 2 mobile phone numbers on RocketReach.
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