David Oxley Email & Phone Number
Board Member @ Heritage Conservancy
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David Oxley Location
- Philadelphia, PA, US
David Oxley Work
- 2022 -now Board Member @
- 2021 -now Vice President Wealth Advisor @
- 2016 -2021 Financial Advisor @
- 2014 -2016 Vice President Wealth Management @
- 2013 -2014 Financial Advisor @
- 2012 -2013 Vice President @
- 2010 -2012 Assistant Branch Manager @
- 2008 -2010 Personal Banker @
David Oxley Education
- University of Hartford
David Oxley Skills
- Wealth Management
- Nonprofits & Foundations
- Family Engagement
- Selling Businesses
- Multigenerational Wealth Transfer
- Alternative Investments
- Charitable Gift Planning
- Inclusion/Diverse Markets
- Corporate Executive
- Business Owners/Professional Practice
- Banking
- Credit
- Retail Banking
- Loans
- Consumer Lending
- Mortgage Lending
- Credit Analysis
- Cross Selling
- Life & Health Insurance Licenses
- Notary Public
- NMLS Licensed
- Small Business Lending
- Securities
- Fixed Annuities
- Branch Management
- Insurance
- Series 7
- Series 66
- Variable Annuities
- Variable Life
- Investment Advisory
- Investments
- Wealth Preservation Planning
- Financial Analysis
- Wealth Preservation
- Life and Health Insurance Licenses
- Life and Health Insurance
David Oxley Summary
- David Oxley, based in Philadelphia, PA, US, is currently a Board Member at Heritage Conservancy. David Oxley brings experience from previous roles at Bernstein Private Wealth Management, Raymond James, Citizens Financial Group, Inc. and Morgan Stanley. David Oxley holds a University of Hartford. With a robust skill set that includes Wealth Management, Nonprofits & Foundations, Family Engagement, Selling Businesses, Multigenerational Wealth Transfer and more. David Oxley has 2 emails and 3 mobile phone numbers on RocketReach.
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Others Named David Oxley
David Oxley
Director of Strategic Projects
Inverness, GB
David Oxley
Board Member
Philadelphia, PA, US
David Oxley
Chief Information Officer
Sydney, NSW, AU
Top Heritage Conservancy Employees
James Drennan
Director of Science and Stewardship
Philadelphia, PA, US
Kimberly Johnson
Conservation Acquisition Specialist
Philadelphia, PA, US
David Oxley
Board Member
Philadelphia, PA, US
Emily Hart
Senior Development Associate
Philadelphia, PA, US
Andrea Szyper
Communications Manager
Glenside, PA, US
Raymond Hoskinson
Environmental Educator
Quakertown, PA, US
Katie Toner
Conservation Easement Steward
Doylestown, PA, US
William Kunze
President and CEO
Doylestown, PA, US
Beth Long
Freelance Writer
Philadelphia, PA, US
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