2015 -
2021 Senior Financial Advisor, Senior Vice President @
David Munoz Education
College of the Holy Cross 1992
-
1996
David Munoz Skills
Equities
Public Speaking
Series 7
Investments
Finance
Wealth Management
Mutual Funds
Asset Allocation
Financial Advisory
Management
Business Development
Financial Services
David Munoz Summary
David Munoz, based in New York, NY, US, is currently a Managing Director at First Republic Private Wealth Management. David Munoz brings experience from previous roles at Merrill Lynch Wealth Management. David Munoz holds a 1992 - 1996 College of the Holy Cross. With a robust skill set that includes Equities, Public Speaking, Series 7, Investments, Finance and more. David Munoz has 2 emails and 2 mobile phone numbers on RocketReach.
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