David Mathias Email & Phone Number
Financial Advisor @ Lifetime Financial Advisors
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David Mathias Location
- Cloverdale, CA, US
David Mathias Work
- 2025 -now Financial Advisor @
David Mathias Education
- San Diego State University
Master of Science - MSBA (Business Administration, Financial & Tax Planning)
2021-2022 - San Diego State University
SDSU Executive Financial Planner Advanced Certificate (Financial Planning and Services)
2018-2020 - Lindenwood University
Bachelor of Arts (B.A.) (Philosophy)
2009-2013
David Mathias Skills
- Critical Thinking
- Public Speaking
- Editing
- Research
- Nonprofits
- Procedure Development
- Meeting Planning
- Team Management
- Drafting Policies
- Proposal Writing
- Microsoft Office
- Organizational Development
- Leadership Development
- Proofreading
- Teamwork
- Brand Ambassadorship
- Event Planning
- Marketing
- Customer Service
- Budgets
- Social Networking
- Volunteer Management
- Public Relations
- Interviews
- Event Management
- Leadership
- Data Entry
- Time Management
- PowerPoint
- Report Writing
- Microsoft Word
- Management
- Team Leadership
- Microsoft Excel
- Sales
- Training
- Team Building
- Banking
- Fundraising
- Credit
- Customer Satisfaction
- Retail Banking
- Financial Services
- Coaching
- Communication
- Community Outreach
- Sales Management
- Microsoft Outlook
- Retail
- Microsoft PowerPoint
David Mathias Summary
- David Mathias, based in Cloverdale, CA, US, is currently a Financial Advisor at Lifetime Financial Advisors. David Mathias holds a 2021 - 2022 Master of Science - MSBA in Business Administration, Financial & Tax Planning @ San Diego State University. With a robust skill set that includes Critical Thinking, Public Speaking, Editing, Research, Nonprofits and more. David Mathias has 1 emails on RocketReach.
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