David Metzger Email & Phone Number
Private Wealth Advisor @ Four Oak Financial
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David Metzger Location
- Chicago, IL, US
David Metzger Work
- Private Wealth Advisor @ (September 2023 - Present)
- Founder | Wealth Manager @ (January 2017 - September 2023)
- Senior Advisor @ (June 2014 - December 2016)
- Wealth Manager @ (June 2013 - June 2014)
- Director of Financial Planning @ (January 2011 - May 2013)
- Financial Representative @ (January 2001 - February 2006)
David Metzger Education
- Oklahoma State University
MBA (Management)
- Oklahoma State University
BS (Finance and International Business)
- Otto-Friedrich-Universität Bamberg
Practicum (German Language and Culture)
David Metzger Skills
- Leadership
- Project Management
- Public Speaking
- Strategy
- Wealth Management
- Start Ups
- High Net Worth Individuals
- Customer Service
- Customer Satisfaction
- Personal Financial Planning
- Investment Management
- Financial Consulting
- Personal Financial Coaching
David Metzger Summary
- David Metzger, based in Chicago, IL, US, is currently a Private Wealth Advisor at Four Oak Financial. David Metzger brings experience from previous roles at Onyx Wealth Management LLC, Plante Moran Wealth Management, United Capital Financial Partners, Inc and Legacy Wealth Management, Inc. (Memphis, TN). David Metzger holds a MBA in Management @ Oklahoma State University. With a robust skill set that includes Leadership, Project Management, Public Speaking, Strategy, Wealth Management and more. David Metzger has 1 emails and 4 mobile phone numbers on RocketReach.
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