David Overholser Email & Phone Number
VP – Sr. Financial Consultant @ Charles Schwab
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David Overholser Location
- Raleigh, NC, US
David Overholser Work
- VP – Sr. Financial Consultant @ (April 2002 - Present)
- Financial Advisor, Retirement Planning Specialist @ (January 1999 - January 2002)
- SunTrust Capital Markets @ (January 1997 - January 1999)
- Graduate Assistant Football Coach @ (January 1995 - January 1997)
David Overholser Education
- University of Dayton 1991-1995
David Overholser Skills
- Strategic Planning
- Wealth Management
- Banking and Credit Management
- 401k Rollovers
- Retirement Planning
- Microsoft Excel
- Financial Planning
- Mutual Funds
- Investment Management
- Institutional
- Leadership
- Asset Management
- Financial Reporting
- Relationship Building
- Series 7
- Charitable Giving
- Investment Strategies
- Asset Allocation
- Investment Advisory
- Financial Advisory
- Public Speaking
- Coaching
- Capital Markets
- Services
- Financial Services
- Titling and Beneficiary Designations
- Research
- Social Media
- Finance
- Investments
David Overholser Summary
- David Overholser, based in Raleigh, NC, US, is currently a VP – Sr. Financial Consultant at Charles Schwab. David Overholser brings experience from previous roles at Morgan Stanley, SunTrust Bank and University of Dayton. David Overholser holds a 1991 - 1995 University of Dayton. With a robust skill set that includes Strategic Planning, Wealth Management, Banking and Credit Management, 401k Rollovers, Retirement Planning and more. David Overholser has 3 emails and 1 mobile phone numbers on RocketReach.
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