David Muller Email & Phone Number
Wealth Partner @ NerdWallet Wealth Partners
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David Muller Location
- New York, NY, US
David Muller Work
- Wealth Partner @ (July 2026 - Present)
- Senior Associate @ Bernstein Private Wealth Management (December 2023 - July 2026)
- Associate @ Bernstein Private Wealth Management (September 2021 - December 2023)
- Financial Consultant @ (January 2020 - September 2021)
- Wealth Management Intern @ (June 2018 - August 2018)
- Summer Analyst @ (June 2017 - August 2017)
- Intern @ (June 2016 - August 2016)
- Intern @ Mark J. Muller Equities Inc. (NYSE) (June 2015 - August 2015)
David Muller Education
- Whitman School of Management at Syracuse University
Double Major: Finance and Marketing
2015-2019 - Scarsdale Senior High School
High School Diploma
2011-2015
David Muller Skills
- 529 Plans
- Bloomberg Terminal
- Data Analysis
- FactSet
- Financial Planning
- Leadership
- Microsoft Excel
- Microsoft Office
- Research
- Social Entrepreneurship
- Variable Life
David Muller Summary
- David Muller, based in New York, NY, US, is currently a Wealth Partner at NerdWallet Wealth Partners. David Muller brings experience from previous roles at Bernstein Private Wealth Management, Equitable Advisors and Merrill Lynch. David Muller holds a 2015 - 2019 Double Major: Finance and Marketing @ Whitman School of Management at Syracuse University. With a robust skill set that includes 529 Plans, Bloomberg Terminal, Data Analysis, FactSet, Financial Planning and more. David Muller has 1 emails and 1 mobile phone numbers on RocketReach.
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