David Lessing Email & Phone Number
Chief Operating Officer
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David Lessing Location
- Westport, CT, US
David Lessing Work
- 2021 - now Chief Operating Officer @ Single Family Office (private)
- 2014 - 2021 Enterpreneurial and Advisory Roles @
- 2008 - 2014 Managing Director, Chief Operating Officer, U.S. Wealth Management Group @
- 2007 - 2008 Managing Director @
- 2003 - 2007 Managing Director @
- 1999 - 2003 Engagement Manager @
- 1996 - 1999 Associate @
David Lessing Education
- Harvard Law School
Doctor of Law (J.D.)
1992 - 1995 - Harvard College
Bachelor of Arts (BA) (Economics)
1989 - 1992
David Lessing Skills
- Series 7
- Wealth Management
- Investments
- Equities
- Mutual Funds
- Portfolio Management
- Series 63
- Asset Management
- Alternative Investments
- Securities
- Asset Allocation
- Fixed Income
- Strategic Financial Planning
- Financial Services
- Hedge Funds
- Microsoft Excel
- Network Security
- Microsoft Word
- Social Media
- Information Security
- Business Strategy
David Lessing Summary
- David Lessing, based in Westport, CT, US, is currently a Chief Operating Officer at Single Family Office (private). David Lessing brings experience from previous roles at Multiple Companies, Morgan Stanley Wealth Management, Marsh & McLennan Companies, Inc. and Merrill Lynch. David Lessing holds a 1992 - 1995 Doctor of Law (J.D.) @ Harvard Law School. With a robust skill set that includes Series 7, Wealth Management, Investments, Equities, Mutual Funds and more. David Lessing has 1 emails and 3 mobile phone numbers on RocketReach.
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