David Lenis Email & Phone Number
Wealth Advisor @ Truist Wealth
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
David Lenis Location
- Fort Lauderdale, FL, US
David Lenis Work
- 2025 -now Wealth Advisor @
- 2015 -2025 Financial Solutions Advisor - Private Bank @
- 2013 -2015 Financial Advisor @
- 2012 -2013 Personal Banker @
David Lenis Education
- Florida International University
Master of Business Administration (MBA) (Business/Finance)
2016-2018 - Florida International University
Bachelor of Business Administration (B.B.A.) (Finance and Marketing)
2010-2012 - Florida International University, State University
Bachelor (Business Administration; Finance & Marketing)
2010-2012 - Florida International University
Certificate (Banking)
David Lenis Skills
- Leadership
- PowerPoint
- Banking
- Accounting
- Event Planning
- Portfolio Management
- Investments
- Education
- Finance
- Solutions
- Financial Services
- Operations
- Mutual Funds
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Social Networking
- Customer Service
- Financial Analysis
- Services
- Loans
- Integration
- Spanish
David Lenis Summary
- David Lenis, based in Fort Lauderdale, FL, US, is currently a Wealth Advisor at Truist Wealth. David Lenis brings experience from previous roles at Merrill Lynch, Morgan Stanley and Bank of America. David Lenis holds a 2016 - 2018 Master of Business Administration (MBA) in Business/Finance @ Florida International University. With a robust skill set that includes Leadership, PowerPoint, Banking, Accounting, Event Planning and more. David Lenis has 5 emails and 3 mobile phone numbers on RocketReach.
Looking for a different David Lenis?
Find contact details for 700 million professionals.
Others Named David Lenis
David Lenis
Wealth Advisor
Fort Lauderdale, FL, US
David Lenis
Clinical Statistics Team Lead
Barcelona, CT, ES
David Lenis Fernandez
Technical Recruiter
Antioquia, Colombia
David Lenis
Analista de compras
Antioquia, Colombia
Top Truist Wealth Employees
Ty Debique
Managing Director, Regional Director
Florida, United States
C. Widener
Senior Vice President - Legal Specialty Group
Charlotte, NC, US
Samantha Vassallo
Managing Director and Senior Wealth Advisor
Boca Raton, FL, US
Sean Williams
Senior Vice President and Senior Trust Advisor
Charlotte, NC, US
Gregory Viejo
Managing Director, Wealth Advisor
Miami, FL, US
Joe Campbell
Managing Director, Senior Wealth Advisor
Atlanta, GA, US
Jim Brennan
Managing Director and Senior Wealth Advisor
Tampa, FL, US
Michael Thompson
Managing Director, Senior Wealth Advisor
Baltimore, MD, US
Jan-Peter Breugelmans
Managing Director - Senior Wealth Advisor
Chicago, IL, US
Rob Miles
Managing Director - Head of National Sales
Charlotte, NC, US
Timothy Mann Jr.
VP, Financial Advisor, Truist Investment Services, Inc.
Charlotte, NC, US
Jason Sykes
Senior Vice President, Wealth Advisor
Charlotte, NC, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co