David Lundgren Email & Phone Number
Senior Wealth Management Advisor @ The Strategic Wealth Group at Meridian Wealth Management
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David Lundgren Location
- Phoenix, AZ, US
David Lundgren Work
- 2023 -now Senior Wealth Management Advisor @
- 2019 -2023 Vice President @ Goldman Sachs Personal Financial Management
- 2017 -2023 Senior Wealth Manager @
- 2016 -2017 SVP Financial Advisor @
- 2008 -2016 Senior Vice President, Sr.Private Banker @
- 2006 -2007 Real Estate Investor @ Self--Real Estate
- 2003 -2006 Vice President Private Client Manager @
- 1999 -2003 Financial Advisor @ Banc of America Investment Services
- 1997 -1999 Registered Sales Assistant @ Banc of America Investment Services
- 1992 -1996 Personal Banker @ Bank of America
David Lundgren Education
- University of Phoenix
Bachelor’s Degree (Business Administration/Finance)
David Lundgren Summary
- David Lundgren, based in Phoenix, AZ, US, is currently a Senior Wealth Management Advisor at The Strategic Wealth Group at Meridian Wealth Management. David Lundgren brings experience from previous roles at Goldman Sachs Personal Financial Management, United Capital Financial Advisers, LLC and BBVA Compass Investment Solutions. David Lundgren holds a Bachelor’s Degree in Business Administration/Finance @ University of Phoenix. David Lundgren has 2 emails and 1 mobile phone numbers on RocketReach.
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