David Novick Email & Phone Number
Director of Financial Planning
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David Novick Location
- Newtown, PA, US
David Novick Work
- 2019 -now Director of Financial Planning @ Calle Financial Network
- 2003 -2019 Certified Financial Planning Professional(TM) and Consultant @ Prometheus Capital Management
- 2001 -2003 Senior Financial Planner and Case Consultant @ MetLife Securities
- 1997 -2000 Training Manager @ Prudential Insurance Company of America
- 1995 -1997 Financial Planner @ American Express Financial Advisors Inc
David Novick Education
- Rider University
MBA (Finance)
1997-2001 - University of North Carolina at Greensboro
BS (Economics)
1991-1995 - New York University
Adjunct Instructor (Certified Financial Planning Curriculum)
2007 - Rider University
Adjunct Professor (Financial Planning and Insurance)
2022
David Novick Skills
- Financial Planning
- Investments
- Risk Management
- Retirement Planning
- Mutual Funds
- Strategic Financial Planning
- Fixed Annuities
- Financial Services
- Portfolio Management
- Financial Analysis
- Retirement
- Life Insurance
- Insurance
- Asset Management
- Wealth Management
- Asset Allocation
- Financial Advisory
- Financial Planners
- Investment Strategies
- Securities
- Estate Planning
- Investment Advisory
- Small Business
- Long-term Care
- Annuities
- Long Term Care
- Equities
- Investment Management
- Microsoft Excel
- Public Speaking
- Management
- Series 7
- Business Development
- Leadership
- Marketing
- Sales
- Customer Service
David Novick Summary
- David Novick, based in Newtown, PA, US, is currently a Director of Financial Planning at Calle Financial Network. David Novick brings experience from previous roles at Prometheus Capital Management, MetLife Securities, Prudential Insurance Company of America and American Express Financial Advisors Inc. David Novick holds a 1997 - 2001 MBA in Finance @ Rider University. With a robust skill set that includes Financial Planning, Investments, Risk Management, Retirement Planning, Mutual Funds and more. David Novick has 3 emails and 3 mobile phone numbers on RocketReach.
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