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 1 mobile phone numbers on RocketReach.
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