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
- Senior Advisor, Supervision - Trade Review @ (March 2022 - Present)
- High Net Worth Service Associate @ (October 2021 - March 2022)
- Temporarily Retired from Financial Industry (January 2020 - November 2021)
- WFA Regional Supervisor @ Wells Fargo Advisors, LLC (November 2012 - January 2020)
- CTS Account Associate @ Wells Fargo Shareowner Services (June 2012 - November 2012)
- Trainer, FINRA Compliance, Business Analyst, Process Improvement, SME, Project Managment @ Brokerage, Insurance, Financial, Contact Center, and Compliance Companies (November 2011 - November 2012)
- Stock Options Trading Specialist | Compliance | Trainer | BA, SME, Equity Benefits, Brokerage @ (January 2006 - October 2011)
- Senior Financial Consultant | Sales| Trainer | Marketing Planner | Process Improvement @ (January 2000 - January 2006)
- Registered Investment Advisory @ (January 1998 - January 2000)
- Multiline Neighborhood Office Agent @ (January 1989 - January 1998)
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 - Dakota County Technical College
Associate's degree (Brewing and Beer Stewardship Technology)
- Illinois State University
BS (Economics, Speech Communications (Communication Studies), Philosophy)
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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