David Manley Location
Broomfield, CO, US
David Manley Work
- 2025 - now Founder and Owner @ Summit Financial Strategies
- 2024 - now Financial Advisor @ Eagle Strategies
- 2013 - now Agent @ New York Life
- 2014 - now Financial Services Professional @ NYLIFE Securities LLC
- 2013 - 2013 Independent Financial Advisor @ D T Manley Financial Services
- 2011 - 2013 Chief Financial Officer @ Concept Builders
- 2007 - 2010 Group President @ Great Western Bank
- 2004 - 2007 Branch President @ Guaranty Bank and Trust Company
- 1998 - 2004 Market and Region President and Business and Executive Banking Manager @ Vectra Bank Colorado
- 1990 - 1998 President and Chairman @ Eagle Bank
David Manley Education
- Pacific Coast Banking School
Graduate Banking Degree (Bank Management)
1983 - 1985 - University of Colorado at Boulder - Leeds School of Business
Bachelor of Science in Business Administration (Finance and Accounting)
1971 - 1975 - The American College of Financial Services
RICP (Retirement Planning)
David Manley Skills
- Life Insurance Strategies
- Risk Management
- Business Insurance Planning
- 401k Rollovers
- Sales
- Life Insurance
- Services
- Financial Services
- Buy Sell Agreements
- IRA Rollovers
David Manley Summary
David Manley, based in Broomfield, CO, US, is currently a Founder and Owner at Summit Financial Strategies. David Manley brings experience from previous roles at Eagle Strategies, New York Life Insurance Company, NYLIFE Securities LLC and D T Manley Financial Services. David Manley holds a 1983 - 1985 Graduate Banking Degree in Bank Management @ Pacific Coast Banking School. With a robust skill set that includes Life Insurance Strategies, Risk Management, Business Insurance Planning, 401k Rollovers, Sales and more. David Manley has 3 emails and 1 mobile phone numbers on RocketReach.
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