David McCurdy Email & Phone Number
Senior VP
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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 @
- 2014 -2016 Regional Vice President @
- 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 @
- 2000 -2001 Web Developer @
- 1995 -2000 Engineering and Systems 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
- 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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