David Leger Email & Phone Number
Retired @ Friendly Hills Bank
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David Leger Location
- Boston, MA, US
David Leger Work
- 2025 - now Retired @
- 2022 - 2025 Executive Director | Banker | J.P. Morgan Private Bank @
- 2019 - 2022 Wealth Advisor-Senior Vice President @
- 2017 - 2019 Managing Partner @
- 2010 - 2017 Senior Wealth Director and Exit Strategist @
- 2004 - 2010 Private Client Adviser, Senior Business Development Officer @
- 1994 - 2004 Wealth Transfer Strategist @
David Leger Education
- Norwich University
Bachelor's degree (Business Administration and Management, General)
- Babson College
Executive School for Commercial Lending Certificate
David Leger Skills
- Retirement
- Relationship Building
- Business Strategy
- Investment Strategies
- Estate Planning
- Leadership
- Portfolio Management
- Wealth Management Strategies
- Investment Planning Strategies
- Business Succession Planning Strategies
- Wealth Transfer Strategies
David Leger Summary
- David Leger, based in Boston, MA, US, is currently a Retired at Retired. David Leger brings experience from previous roles at J.P. Morgan Private Bank, Wells Fargo Private Bank , New England Exit Planning Advisors and BNY Mellon Wealth Management. David Leger holds a Bachelor's degree in Business Administration and Management, General @ Norwich University. With a robust skill set that includes Retirement, Relationship Building, Business Strategy, Investment Strategies, Estate Planning and more. David Leger has 2 mobile phone numbers on RocketReach.
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