David Pender Email & Phone Number
SVP, Wealth Advisor @ Compound
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David Pender Location
- California, United States
David Pender Work
- SVP, Wealth Advisor @ (May 2024 - Present)
- Investment Counselor @ (October 2018 - May 2024)
- Client Service Associate @ (February 2017 - October 2018)
- Clinic Coordinator @ (June 2014 - February 2017)
David Pender Education
- San Francisco State University
Bachelor’s Degree
David Pender Skills
- Asset Allocation
- Asset Management
- Client Relations
- Customer Relationship Management (CRM)
- Equities
- Family Wealth Management
- FinTech
- Financial Advisory
- Financial Analysis
- Financial Markets
- Financial Planning
- Financial Services
- HNW
- Investment Advisory
- Investment Strategies
- Investments
- Private Wealth Management
- Retirement Planning
- Salesforce.com
- Wealth Management Services
- Healthcare
- Epic Systems
- Insurance
- Hospitals
- Customer Service
- Healthcare Management
- Patient Safety
- BLS
- Research
- Clinical Research
- Nursing
- EMR
- Healthcare Information Technology
- Medicine
- Stock Management
- Day Trading
- HIPAA
- Working Capital Management
- Public Speaking
- Social Media
- Microsoft Word
- PowerPoint
- Finance
David Pender Summary
- David Pender, based in California, United States, is currently a SVP, Wealth Advisor at Compound. David Pender brings experience from previous roles at Fisher Investments and UCSF Medical Center. David Pender holds a Bachelor’s Degree @ San Francisco State University. With a robust skill set that includes Asset Allocation, Asset Management, Client Relations, Customer Relationship Management (CRM), Equities and more. David Pender has 1 emails and 2 mobile phone numbers on RocketReach.
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