Vice President, Private Client Advisor @ J.P. Morgan Chase Bank, N.A. (January 2017 - September 2020)
Vice President, Financial Advisor @ (December 1997 - November 2017)
David Liska Education
Nova Southeastern University
Bachelor of Applied Science (B.A.Sc.) (Business Administration, Management and Operations)
Nova Southeastern University
Certificate of Specialization (Financial Planning and Services)
David Liska Skills
Finance
Banking
Risk Management
Marketing
Investments
Retirement Planning
Public Speaking
Sales
Business Development
Asset Management
Financial Analysis
Leadership
Financial Services
Portfolio Management
Wealth Planning
David Liska Summary
David Liska, based in Hollywood, FL, US, is currently a Director, Wealth Services and Senior Wealth Advisor at Kaufman Rossin Wealth. David Liska brings experience from previous roles at J.P. Morgan Chase Bank, N.A. and SunTrust Investment Services. David Liska holds a Bachelor of Applied Science (B.A.Sc.) in Business Administration, Management and Operations @ Nova Southeastern University. With a robust skill set that includes Finance, Banking, Risk Management, Marketing, Investments and more. David Liska has 2 emails and 2 mobile phone numbers on RocketReach.
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