David Llewellyn Email
Senior Advisor, Estate and Insurance Planning @ Acumen Capital Partners
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David Llewellyn Location
- Calgary, AB, CA
David Llewellyn Work
- Senior Advisor, Estate and Insurance Planning @ (January 2026 - Present)
- Associate, Estate and Insurance Planning @ (September 2022 - December 2025)
- Consulting Specialist @ Freelance (October 2021 - September 2022)
- Private Wealth Specialist @ (January 2019 - October 2021)
- Associate @ (July 2017 - October 2021)
- Sole Proprietor @ Catalina Contracting (April 2014 - September 2016)
- Market and sales associate @ Qwinn Marketing (May 2015 - September 2015)
- General Manager @ Clive's Breakfast Restaurant (January 2012 - January 2014)
- Legal Assistant @ Llewellyn Law (January 2011 - January 2014)
David Llewellyn Education
- Western University
Bachelor of Management and Organizational Studies (BMOS) (Global Commerce)
2013-2017 - Mount Royal University
Bachelor of Commerce (BCom) (transfered to Western University)
2010-2013
David Llewellyn Skills
- Analysis
- Communication
- Customer Service
- Entrepreneurship
- Event Planning
- General Contracting
- IFIC
- LLQP
- Landlord/Tenant Matters
- Leadership
- Management
- Marketing
- Marketing Communications
- Marketing Strategy
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- PowerPoint
- Project Management
- Public Relations
- Public Speaking
- Research
- Social Media
- Social Media Marketing
- Social Networking
- Strategic Planning
- Team Building
- Team Leadership
- Teamwork
- Time Management
- Training
David Llewellyn Summary
- David Llewellyn, based in Calgary, AB, CA, is currently a Senior Advisor, Estate and Insurance Planning at Acumen Capital Partners. David Llewellyn brings experience from previous roles at The WealthCo. Group of Companies, Freelance, Evermark Financial and Freedom 55 Financial. David Llewellyn holds a 2013 - 2017 Bachelor of Management and Organizational Studies (BMOS) in Global Commerce @ Western University. With a robust skill set that includes Analysis, Communication, Customer Service, Entrepreneurship, Event Planning and more. David Llewellyn has 1 emails on RocketReach.
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