David Locke Email & Phone Number

David Locke Email & Phone Number

Senior Vice President, Wealth Advisor, Family Wealth Director, Senior Portfolio Manager, CIMA®, CEPA @ Morgan Stanley

David Locke Location

Rhode Island, United States

David Locke Work

  • 2007 - now  Senior Vice President, Wealth Advisor, Family Wealth Director, Senior Portfolio Manager, CIMA®, CEPA @ Morgan Stanley
  • 2001 - 2007 First Vice President, Portfolio Manager @ Wachovia Securities and predecessor firms
  • 2000 - 2001 Vice President @ J.P. Morgan

David Locke Education

  • Northeastern University

    BS (Political Science)

    1985 - 1990

David Locke Skills

  • Strategic Planning
  • Marketing
  • Microsoft Office
  • Banking
  • Capital Markets
  • Customer Assurance
  • Loans

David Locke Summary

David Locke, based in Rhode Island, United States, is currently a Senior Vice President, Wealth Advisor, Family Wealth Director, Senior Portfolio Manager, CIMA®, CEPA at Morgan Stanley. David Locke brings experience from previous roles at Wachovia Securities and predecessor firms, J.P. Morgan and Hambrecht & Quist. David Locke holds a 1985 - 1990 BS in Political Science @ Northeastern University. With a robust skill set that includes Strategic Planning, Marketing, Microsoft Office, Banking, Capital Markets and more. David Locke has 1 emails and 1 mobile phone numbers on RocketReach.

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