David McCurdy Location
Denver, CO, US
David McCurdy Work
- 2016 - now Senior VP @ ExchangeRight Securities, LLC
- 2016 - now Senior VP ExchangeRight Real Estate @ ExchangeRight Securities, LLC
- 2016 - 2017 National Sales Director @ ExchangeRight Real Estate
- 2014 - 2016 Regional Vice President @ Transamerica
- 2007 - 2014 Certified Financial Planner and Wealth Manager @ McCurdy Wealth Management
- 2011 - 2013 Regional Vice President and External Wholesaler @ Steadfast Capital Markets Group
- 2011 - 2011 Sales and Marketing Director @ Harmony Plans/Schachle Benefit Services
- 2008 - 2011 National Sales Manager @ Compass EMP
- 2001 - 2007 Regional Vice President and External Wholesaler @ Inland Securities Corporation
- 2000 - 2001 Web Developer @ CoStar Real Estate Manager
David McCurdy Education
- College for Financial Planning
CFP (Certified Finanical Planner)
2003 - 2005 - Georgia State University - J. Mack Robinson College of Business
Masters Management (Masters of Science in Management)
1998 - 2000 - North Carolina State University
Engineering (Industrial )
1989 - 1994
David McCurdy Skills
- Portfolio Management
- Wealth Management
- Asset Allocation
- Real Estate
- Financial Advisory
- Mutual Funds
- Management
- Investments
- Finance
- Financial Planning
David McCurdy Summary
David McCurdy, based in Denver, CO, US, is currently a Senior VP at ExchangeRight Securities, LLC. David McCurdy brings experience from previous roles at ExchangeRight Securities, LLC, ExchangeRight Real Estate, Transamerica and McCurdy Wealth Management. David McCurdy holds a 2003 - 2005 CFP in Certified Finanical Planner @ College for Financial Planning. With a robust skill set that includes Portfolio Management, Wealth Management, Asset Allocation, Real Estate, Financial Advisory and more. David McCurdy has 2 emails and 1 mobile phone numbers on RocketReach.
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