David Pocs Email & Phone Number
LPL Financial Advisor
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David Pocs Location
- Henderson, CO, US
David Pocs Work
- 2010 -now LPL Financial Advisor @ Gratitude Wealth Management
- 2006 -2010 Financial Consultant @
- 2003 -2006 Real Estate Analyst @
- 1998 -2002 Real Estate Analyst @
- 1994 -1998 Real Estate Analyst @
David Pocs Education
- Loyola University Chicago
MBA (Finance)
2000-2002 - Northern Illinois University
MS (Economic Geography)
1992-1994 - University of Illinois Urbana-Champaign
BA (Economic Geography)
1988-1992 - Rockford East 1983-1988
David Pocs Skills
- Leadership
- Estate Planning
- Real Estate Economics
- Insurance
- Retirement Planning
- Portfolio Management
- Financial Modeling
- Investments
- Negotiation
- Finance
- 401k
- Strategic Planning
- Investment Advisory
- Asset Allocation
- Asset Managment
- Wealth Management
- Equities
- Mutual Funds
- FINRA
- Strategic Financial Planning
- Investment Strategies
- Real Estate
- Asset Management
- Nonprofits
- Investment Properties
- Customer Service
- Financial Analysis
- Small Business
- Management
- Financial Reporting
- Due Diligence
- Real Estate Development
- Series 7
- Securities
David Pocs Summary
- David Pocs, based in Henderson, CO, US, is currently a LPL Financial Advisor at Gratitude Wealth Management. David Pocs brings experience from previous roles at AXA Advisors, Paramount Financial Group, Urban Retail Properties and Grubb & Ellis. David Pocs holds a 2000 - 2002 MBA in Finance @ Loyola University Chicago. With a robust skill set that includes Leadership, Estate Planning, Real Estate Economics, Insurance, Retirement Planning and more. David Pocs has 4 emails and 1 mobile phone numbers on RocketReach.
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