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
- Senior Vice President, Wealth Advisor, Family Wealth Director, Senior Portfolio Manager, CIMA®, CEPA @ Morgan Stanley (February 2007 - Present)
- First Vice President, Portfolio Manager @ Wachovia Securities and predecessor firms (August 2001 - February 2007)
- Vice President @ (February 2000 - August 2001)
- Vice President @ (September 1999 - February 2000)
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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