David Moretsky Email & Phone Number
Affiliate Partner @ Winthrop Wealth
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David Moretsky Location
- Bellevue, WA, US
David Moretsky Work
- 2022 -now Founding Partner and Financial Advisor @
- 2022 -now Affiliate Partner @
- 2015 -2022 Financial Planner @ MyICON
- 2005 -2014 Co-Founder @ ICON Consulting
- 2000 -2005 Financial Planner Practicioner @ Pacific Capital Resource Group
- 1994 -2000 Major Account Executive @
- 1994 -2000 Government Account Executive @ US West Cellular
David Moretsky Education
- Western Washington University
Business Administration (Finance)
1989-1993
David Moretsky Skills
- Strategic Financial Planning
- Wealth Management
- Retirement Planning
- Investments
David Moretsky Summary
- David Moretsky, based in Bellevue, WA, US, is currently a Affiliate Partner at Winthrop Wealth. David Moretsky brings experience from previous roles at Keel Financial Partners, MyICON, ICON Consulting and Pacific Capital Resource Group. David Moretsky holds a 1989 - 1993 Business Administration in Finance @ Western Washington University. With a robust skill set that includes Strategic Financial Planning, Wealth Management, Retirement Planning, Investments and more. David Moretsky has 3 emails and 1 mobile phone numbers on RocketReach.
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