David Moniz Email & Phone Number

Vice President and Portfolio Manager @ The Haverford Trust Company

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David Moniz Location

Wayne, PA, US

David Moniz Work

2021 - now Vice President and Portfolio Manager @ The Haverford Trust Company
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2015 - 2021 Senior Investment Officer @ The Haverford Trust Company
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2012 - 2015 Trust Operations Manager @ The Haverford Trust Company

2007 - 2012 Trust Operations Specialist @ The Haverford Trust Company
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2006 - 2007 Credit Analyst @ Yellowbook

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David Moniz Education

Penn State University
Master of Business Administration (MBA)
2008 - 2011
Penn State University
Bachelor's degree (Finance, General)
2000 - 2005

David Moniz Skills

Series 7
Series 63
Fixed Income

Microsoft Excel
Equities
Investments
Mutual Funds
Finance
Series 65
Bloomberg

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David Moniz Summary

David Moniz, based in Wayne, PA, US, is currently a Vice President and Portfolio Manager at The Haverford Trust Company. David Moniz brings experience from previous roles at The Haverford Trust Company and Yellowbook. David Moniz holds a 2008 - 2011 Master of Business Administration (MBA) @ Penn State University. With a robust skill set that includes Series 7, Series 63, Fixed Income, Microsoft Excel, Equities and more. David Moniz has 2 emails and 1 mobile phone numbers on RocketReach.

David Moniz Emails

Found 2 emails

David Moniz Phone Numbers

Found 3 phone numbers

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