David McCurdy Email & Phone Number
Senior VP
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David McCurdy Location
- Denver, CO, US
David McCurdy Work
- Senior VP @ ExchangeRight Securities, LLC (August 2016 - Present)
- Senior VP ExchangeRight Real Estate @ ExchangeRight Securities, LLC (August 2016 - Present)
- National Sales Director @ (August 2016 - January 2017)
- Regional Vice President @ (September 2014 - August 2016)
- Certified Financial Planner and Wealth Manager @ McCurdy Wealth Management (November 2007 - June 2014)
- Regional Vice President and External Wholesaler @ Steadfast Capital Markets Group (August 2011 - June 2013)
- Sales and Marketing Director @ Harmony Plans/Schachle Benefit Services (May 2011 - August 2011)
- National Sales Manager @ Compass EMP (March 2008 - March 2011)
- Regional Vice President and External Wholesaler @ (July 2001 - October 2007)
- Web Developer @ (January 2000 - January 2001)
- Engineering and Systems Manager @ (January 1995 - October 2000)
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
- Series 7
- Retirement
- Sales
- Microsoft Excel
- Research
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 2 mobile phone numbers on RocketReach.
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