David Menashe Email & Phone Number
Senior Consultant, Senior Vice President @ Merrill Lynch
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David Menashe Location
- Rancho Santa Fe, CA, US
David Menashe Work
- 2009 -now Senior Consultant, Senior Vice President @
- 1983 -2009 Sr. Vice President of Investments @
David Menashe Education
- University of San Diego
Masters of Business Administration (MBA)
1981-1983 - University of Washington
Bachelor's Degree
1976-1980
David Menashe Skills
- Investments
- Portfolio Management
- Investment Advisory
- Series 63
- Investment Management
- Sma
- Asset Allocation
- High Net Worth Individuals
- Disposition
- Independent Financial
David Menashe Summary
- David Menashe, based in Rancho Santa Fe, CA, US, is currently a Senior Consultant, Senior Vice President at Merrill Lynch Wealth Management. David Menashe brings experience from previous roles at Morgan Stanley. David Menashe holds a 1981 - 1983 Masters of Business Administration in MBA @ University of San Diego. With a robust skill set that includes Investments, Portfolio Management, Investment Advisory, Series 63, Investment Management and more. David Menashe has 1 emails and 1 mobile phone numbers on RocketReach.
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