David Passman Email & Phone Number
Executive Director, Financial Advisor
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David Passman Location
- New York, NY, US
David Passman Work
- 2014 -now Executive Director, Financial Advisor @ Morgan Stanley
- 2006 -2014 Managing Director - Investments @ Wells Fargo Advisors, LLC
- 1998 -2006 Senior Vice President - Investments @ Smith Barney
David Passman Education
- The Wharton School
Bachelor of Science in Economics (Dual Major in Finance and Political Science)
1982-1986
David Passman Skills
- Fundraising
- Program Development
- Asset Managment
- Commercial Banking
- Fixed Annuities
- Business Development
- Fixed Income
- Management
- Due Diligence
- Financial Advisory
David Passman Summary
- David Passman, based in New York, NY, US, is currently a Executive Director, Financial Advisor at Morgan Stanley. David Passman brings experience from previous roles at Wells Fargo Advisors, LLC and Smith Barney. David Passman holds a 1982 - 1986 Bachelor of Science in Economics (Dual Major in Finance and Political Science) @ The Wharton School. With a robust skill set that includes Fundraising, Program Development, Asset Managment, Commercial Banking, Fixed Annuities and more. David Passman has 5 emails and 3 mobile phone numbers on RocketReach.
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