David Mazzetti Email & Phone Number
Managing Partner @ Seven Bridges Wealth Advisors
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David Mazzetti Location
- Poughkeepsie, NY, US
David Mazzetti Work
- 1998 -now Managing Partner @
- 1998 -now Founder and Managing Partner @
David Mazzetti Education
- Empire State University
Bachelor of Science (B.S.) (Finance, General)
David Mazzetti Skills
- Public Speaking
- Team Building
- Business Planning
- Client Management
- Client Relationships
- Coaching
- Community Service
- Customer Experience
- Marketing
- Strategic Planning
- Analytical
- Attention to Detail
- Judgment
- Responsiveness
- Relationship Building
- Leadership
- Protection Planning
- Small Business Planning
- Decision-Making
- Skilled Communicator
- Insurance Broker/Agent
- Customer Service
- Strategic Partnerships
- Employee Benefits
- Ethical Character
- Risk Management
- Education Planning
- Ability to Listen
- Social Media
- Health Insurance
- Prudence
- Diligence
- Budgets
- Financial Services
- Accounting
- Microsoft Office
- Microsoft Excel
- Sales
- Decision Making
- Financial Reporting
David Mazzetti Summary
- David Mazzetti, based in Poughkeepsie, NY, US, is currently a Managing Partner at Seven Bridges Wealth Advisors. David Mazzetti brings experience from previous roles at Seven Bridges Wealth Advisors. David Mazzetti holds a Bachelor of Science (B.S.) in Finance, General @ Empire State University. With a robust skill set that includes Public Speaking, Team Building, Business Planning, Client Management, Client Relationships and more. David Mazzetti has 1 emails and 2 mobile phone numbers on RocketReach.
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