David Overholser Email & Phone Number
VP – Sr. Financial Consultant @ Charles Schwab
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David Overholser Location
- Raleigh, NC, US
David Overholser Work
- 2002 -now VP – Sr. Financial Consultant @
- 1999 -2002 Financial Advisor, Retirement Planning Specialist @
- 1997 -1999 SunTrust Capital Markets @
- 1995 -1997 Graduate Assistant Football Coach @
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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