David Maxfield Email & Phone Number
Senior Advisor, Supervision - Trade Review @ Raymond James
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David Maxfield Location
- Nisswa, MN, US
David Maxfield Work
- 2022 -now Senior Advisor, Supervision - Trade Review @
- 2021 -2022 High Net Worth Service Associate @
- 2020 -2021 Temporarily Retired from Financial Industry @ Self Employed
- 2012 -2020 WFA Regional Supervisor @ Wells Fargo Advisors, LLC
- 2012 -2012 CTS Account Associate @ Wells Fargo Shareowner Services
- 2011 -2012 Trainer, FINRA Compliance, Business Analyst, Process Improvement, SME, Project Managment @ Brokerage, Insurance, Financial, Contact Center, and Compliance Companies
- 2006 -2011 Stock Options Trading Specialist | Compliance | Trainer | BA, SME, Equity Benefits, Brokerage @
- 2000 -2006 Senior Financial Consultant | Sales| Trainer | Marketing Planner | Process Improvement @
- 1998 -2000 Registered Investment Advisory @
- 1989 -1998 Multiline Neighborhood Office Agent @
David Maxfield Education
- Dakota County Technical College
Brewing and Beer Steward Technology Certificate (Brewing and Beer Steward Technology)
2020-2021 - Dakota County Technical College
(Brewing and Beer Stewardship Technology)
2020-2021 - Illinois State University
- Dakota County Technical College
David Maxfield Summary
- David Maxfield, based in Nisswa, MN, US, is currently a Senior Advisor, Supervision - Trade Review at Raymond James. David Maxfield brings experience from previous roles at Fidelity Investments, Self Employed, Wells Fargo Advisors, LLC and Wells Fargo Shareowner Services. David Maxfield holds a 2020 - 2021 Brewing and Beer Steward Technology Certificate in Brewing and Beer Steward Technology @ Dakota County Technical College. David Maxfield has 1 emails and 1 mobile phone numbers on RocketReach.
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