David Locke Email & Phone Number
Senior Vice President, Wealth Advisor, Family Wealth Director, Senior Portfolio Manager, CIMA®, CEPA
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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 @
- 1999 -2000 Vice President @
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 5 mobile phone numbers on RocketReach.
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