David Mitchell's Location

Glastonbury, CT, US

David Mitchell's Work

  • High Net Worth Wealth Management / Corporate Cash Management @ UBS

David Mitchell's Education

  • Cornell University

    Bachelor (Economics)

    2003 - 2007

David Mitchell's Skills

  • Alternative Investments
  • Leadership
  • Series 63
  • Fixed Income
  • Portfolio Management
  • Financial Modeling
  • Investments
  • Bloomberg
  • Credit Risk
  • Strategic Planning

David Mitchell's Summary

David Mitchell, based in Glastonbury, CT, US, is currently a Senior Investment Analyst at GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC, bringing experience from previous roles at Newfleet Asset Management, Virtus Investment Partners and UBS. David Mitchell holds a 2003 - 2007 Bachelor in Economics @ Cornell University. With a robust skill set that includes Alternative Investments, Leadership, Series 63, Fixed Income, Portfolio Management and more, David Mitchell contributes valuable insights to the industry. David Mitchell has 6 emails on RocketReach.
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