David Quick Location
- Rochester, NY, US
David Quick Work
- 2015 - now Board Member @
- 2012 - now President @ Meliora Wealth Management, LLC
- 2013 - 2018 Branch Manager @
- 2001 - 2012 Financial Advisor @
- 1999 - 2001 Financial Advisor @
David Quick Education
- University of Rochester
Master of Business Administration (M.B.A.)
2007 - 2009 - Landmark
David Quick Skills
- Retirement Planning
- Customer Service
- Management
- Investments
- Strategic Planning
- Leadership
- Financial Planning
- Team Building
- Wealth Management
- Public Speaking
- Microsoft Word
- Event Management
- Microsoft Office
- Microsoft Excel
- Estate Planning
- Sales
David Quick Summary
- David Quick, based in Rochester, NY, US, is currently a President at Meliora Wealth Management, LLC. David Quick brings experience from previous roles at Trillium Health, Cambridge Investment Research, Inc., Lincoln Financial Group and John Hancock Financial Services. David Quick holds a 2007 - 2009 Master of Business Administration (M.B.A.) @ University of Rochester. With a robust skill set that includes Retirement Planning, Customer Service, Management, Investments, Strategic Planning and more. David Quick has 3 emails and 1 mobile phone numbers on RocketReach.
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