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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Others Named David Moretsky
David Moretsky
Affiliate Partner
Bellevue, WA, US
Top Winthrop Wealth Employees
Andrew Murphy
Co-Chief Investment Officer
Boston, MA, US
Alan Slaughter
Director of Operations and Client Service
Brookline, MA, US
Mark Winthrop
President, Founding Partner, Wealth Advisor
Massachusetts, United States
Max Winthrop
Chief Executive Officer
Boston, MA, US
Robert Zola
Financial Planner and Wealth Advisor - New York
New York, NY, US
Francesca Lanza
Associate Portfolio Manager
Boston, MA, US
Kelsey Dieudonne
Operations Associate
Boston, MA, US
Jonathan Hunter
Wealth Advisor
Boston, MA, US
Patrick Ryan
Operations Associate II
Beverly, MA, US
Cavan Lamontagne
Client Service Associate
Boston, MA, US
Juliana Pasquarosa
Client Services Associate
Newton, MA, US
Joseph Anastasi
Operations Associate II
Needham, MA, US
Sean Winthrop
Client Services Associate
Denver, CO, US
David Moretsky
Affiliate Partner
Bellevue, WA, US
Kellie O'Connor
Operations Team Lead
Quincy, MA, US
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