David Moretsky Email & Phone Number
Affiliate Partner @ Winthrop Wealth
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David Moretsky Location
- Bellevue, WA, US
David Moretsky Work
- Founding Partner and Financial Advisor @ (August 2022 - Present)
- Affiliate Partner @ (December 2022 - Present)
- Financial Planner @ MyICON (January 2015 - July 2022)
- Co-Founder @ ICON Consulting (June 2005 - December 2014)
- Financial Planner Practicioner @ Pacific Capital Resource Group (July 2000 - May 2005)
- Major Account Executive @ (January 1994 - January 2000)
- Government Account Executive @ US West Cellular (January 1994 - January 2000)
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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David Moretsky
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