David Podolak Email & Phone Number
Branch Auditor @ Edward Jones
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David Podolak Location
- Phoenix, AZ, US
David Podolak Work
- 2017 -now Branch Auditor @
- 2015 -2017 Sr Relationship Manager @
- 2007 -2017 Coach @ Pinnacle High School
- 2011 -2014 Sr. Specialist, Client Reporting @
- 2010 -2011 Relationship Manager @
- 2004 -2010 Manager @
- 1992 -2004 Manager @
David Podolak Education
- College for Financial Planning
David Podolak Skills
- Series 9/10
- Alternative Investments
- FINRA
- Portfolio Management
- Series 63
- Investment Strategies
- Management
- Wealth Management
- Call Centers
- Asset Allocation
- Options
- Financial Services
- Series 7
- Retirement Planning
- Equities
- Financial Planning
- Mutual Funds
- Series 24
David Podolak Summary
- David Podolak, based in Phoenix, AZ, US, is currently a Branch Auditor at Edward Jones. David Podolak brings experience from previous roles at Charles Schwab, Pinnacle High School and Vanguard. David Podolak holds a College for Financial Planning. With a robust skill set that includes Series 9/10, Alternative Investments, FINRA, Portfolio Management, Series 63 and more. David Podolak has 4 emails and 2 mobile phone numbers on RocketReach.
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