David W. Email & Phone Number
Founder and CEO @ Advisor2.0
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David W. Location
- Grand Rapids, MI, US
David W. Work
- 2020 -now Founder and CEO @
- 2014 -2023 Managing Director @
David W. Education
- Grand Valley State University
Bachelors of Business Administration (Finance)
- West Virginia University
(Business Administration and Management)
- Glen Oaks Community College
Associates of Science (Interdisciplinary Studies)
David W. Skills
- Series 24
- Series 51
- Series 7
- Variable Annuities
- Life & Health Insurance Licenses
- Series 66 Uniform Combined State Law
- Leadership
- Management
- Banking
- Sales
- Finance
- Team Building
- Credit
- Financial Analysis
- Business Strategy
- Customer Service
- Microsoft Excel
- Operations Management
- Coaching
- Process Improvement
- Teamwork
- Marketing
- Recruiting
- Strategic Planning
- Accounting
- Sales Management
- Loans
- Training
- Portfolio Management
- Marketing Strategy
- Retail
- New Business Development
- Strategy
- Mortgage Lending
- Business Planning
- Relationship Management
- Consumer Lending
- Credit Analysis
- Commercial Banking
- Small Business Lending
- Wealth Management
- Loan Origination
- Leadership Development
- Commercial Lending
- Risk Management
- Cross Selling
- Investments
- Mortgage Banking
- Refinance
- Small Business
- Financial Services
- Cash Management
- Credit Risk
- Strategic Financial Planning
- Retail Banking
- Retirement Planning
David W. Summary
- David W., based in Grand Rapids, MI, US, is currently a Founder and CEO at Advisor2.0. David W. brings experience from previous roles at Principal Financial Group. David W. holds a Bachelors of Business Administration in Finance @ Grand Valley State University. With a robust skill set that includes Series 24, Series 51, Series 7, Variable Annuities, Life & Health Insurance Licenses and more. David W. has 3 emails on RocketReach.
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Top Advisor2.0 Employees
David W.
Founder and CEO
Grand Rapids, MI, US
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