David Oxley Email & Phone Number
Board Member @ Heritage Conservancy
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David Oxley Location
- Philadelphia, PA, US
David Oxley Work
- Board Member @ (July 2022 - Present)
- Vice President Wealth Advisor @ (September 2021 - Present)
- Financial Advisor @ (October 2016 - September 2021)
- Vice President Wealth Management @ (March 2014 - November 2016)
- Financial Advisor @ (February 2013 - April 2014)
- Vice President @ (February 2012 - April 2013)
- Assistant Branch Manager @ (June 2010 - February 2012)
- Personal Banker @ (March 2008 - June 2010)
David Oxley Education
- University of Hartford
Bachelor of Arts (BA) (Political Science and Government)
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 Bachelor of Arts (BA) in Political Science and Government @ 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 4 mobile phone numbers on RocketReach.
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Sandy Yerger
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