David Melchor Email & Phone Number
Financial Planner @ The Sum
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
David Melchor Location
- League City, TX, US
David Melchor Work
- Financial Planner @ (July 2026 - Present)
- Vice President Financial Consultant @ (June 2018 - July 2026)
- Financial Consultant @ (April 2015 - July 2026)
- Account Executive @ (October 2014 - March 2015)
- Investment Representative @ (October 2012 - October 2014)
- Retirement Solutions Representative @ (January 2011 - January 2012)
- Investment Solutions Representative @ (January 2010 - January 2011)
- Internship @ (May 2008 - August 2008)
David Melchor Education
- University of Houston-Clear Lake
Master of Science - MS (Finance, General)
2016-2018 - Stephen F. Austin State University
Bachelor of Business Administration (BBA) (Finance, General)
2005-2009
David Melchor Skills
- Leadership
- Microsoft Office
- Microsoft Word
- Investments
- Microsoft Excel
- Customer Service
- Financial Analysis
- Series 7
- Retirement Planning
- Sales
David Melchor Summary
- David Melchor, based in League City, TX, US, is currently a Financial Planner at The Sum. David Melchor brings experience from previous roles at Fidelity Investments. David Melchor holds a 2016 - 2018 Master of Science - MS in Finance, General @ University of Houston-Clear Lake. With a robust skill set that includes Leadership, Microsoft Office, Microsoft Word, Investments, Microsoft Excel and more. David Melchor has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different David Melchor?
Find contact details for 700 million professionals.
Others Named David Melchor
David Melchor
Co-Founder and CEO
Puerto Rico
David Melchor
Epidemiologist
San Jose, CA, US
David Melchor
Operations Manager
Denver, CO, US
David Melchor
Profesor universitario
Mexico City, Mexico
David Melchor
Director de audio
Mexico City, CDMX, MX
David Melchor
Sr QA Analyst
Guatemala, Guatemala
Top The Sum Employees
Michael Rahn
Founder and Financial Planner
Spring, TX, US
David Melchor
Financial Planner
League City, TX, US
Jill Chandler
Relationship Manager
Spring, TX, US
McKenna Dehn
Senior Relationship Manager
Magnolia, TX, US
Marc Laviage
Advisor
Spring, TX, US
Sarah McWilliams
Associate Relationship Manager
Spring, TX, US
Casey Mack
Financial Planner
Spring, TX, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co