David Manley Email & Phone Number
Founder and Owner
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David Manley Location
- Broomfield, CO, US
David Manley Work
- 2025 -now Founder and Owner @ Summit Financial Strategies
- 2024 -now Financial Advisor @
- 2013 -now Agent @
- 2014 -now Financial Services Professional @ NYLIFE Securities LLC
- 2013 -2013 Independent Financial Advisor @ D T Manley Financial Services
- 2011 -2013 Chief Financial Officer @
- 2007 -2010 Group President @
- 2004 -2007 Branch President @
- 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
- Management
- Education Funding Strategies
- Business Planning
- Strategic Planning
- Financial Analysis
- Personal Finance
- Supplements to Employee Benefits
- Investments
- Mutual Funds
- Wealth Preservation Planning
- Securities
- Business Strategy
- Project Management
- Lifetime Income Strategies
- Communication
- Annuity Sales
- Small Business
- Key Person Insurance
- Retirement Planning
- Public Speaking
- Marketing
- Leadership
- Licensed in Long Term Care Insurance
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 2 mobile phone numbers on RocketReach.
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