David Robertson Email & Phone Number

Vice President FinLife Partnership Management @ United Capital Financial Advisors, LLC

5 free lookup(s).

David Robertson Location

Texas, United States

David Robertson Work

2023 - now Vice President FinLife Partnership Management @ United Capital Financial Advisors, LLC
2017 - 2023 Vice President, Partnership Management - Personal Financial Management @ Goldman Sachs
2013 - 2017 Vice President, Business Development @ AssetBook

2010 - 2013 Vice President, Practice Management and Consulting @ Fidelity Investments
2008 - 2009 Portfolio Consultant-External Wholesaler @ Knight Portfolio Access
1993 - 2008 Vice President, Technology Sales Consultant @ Fidelity Investments

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David Robertson Education

Stephen F. Austin State University
B.B.A. (Marketing)

David Robertson Skills

Sales
Financial Services
Mutual Funds

Series 63
Series 6
Series 7
Equity Trading
Consulting
Investments
Investment Advisory

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David Robertson Summary

David Robertson, based in Texas, United States, is currently a Vice President FinLife Partnership Management at United Capital Financial Advisors, LLC. David Robertson brings experience from previous roles at Goldman Sachs, AssetBook LLC, Fidelity Institutional Wealth Services and Knight Portfolio Access. David Robertson holds a B.B.A. in Marketing @ Stephen F. Austin State University. With a robust skill set that includes Sales, Financial Services, Mutual Funds, Series 63, Series 6 and more. David Robertson has 2 emails and 1 mobile phone numbers on RocketReach.

David Robertson Emails

Found 2 emails

David Robertson Phone Numbers

Found 3 phone numbers

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Others Named David Robertson

David Robertson

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- cambiahealth.com
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David Robertson

Chief Operating Officer, Ministry Outreach and Development at Inspiration Ministries

Van Wyck, SC, US
1
- inspiration.org
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- +1 704-756-XXXX
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David Robertson

Managing Director at Cerberus Capital Management

New York, NY, US
3
- cerberus.com
- gmail.com
- crestlink.au
5
- +1 347-415-XXXX
- +1 202-222-XXXX
- +1 917-854-XXXX
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David Robertson

Founder at Future_find

London, England, GB
1
- futurefind.co.uk
David Robertson

Chief Executive Officer at Honeywell

Charlotte, NC, US
2
- honeywell.com
- honeywell.de
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- +966 55 002 XXXX
- +966 13 813 XXXX
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Will Kelly

Managing Director at United Capital Financial Advisors, LLC

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David Pilaitis

Managing Director at United Capital Financial Advisors, LLC

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Stephen Bauer

Managing Director - Head of Office at United Capital Financial Advisors, LLC

Spring, TX, US
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Peter Vargas

Chief Executive Officer at United Capital Financial Advisors, LLC

New York, NY, US
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Charlie York

Managing Director at United Capital Financial Advisors, LLC

Washington, DC, US
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Ted Baker

Managing Director at United Capital Financial Advisors, LLC

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Catherine Humbert

Managing Director at United Capital Financial Advisors, LLC

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Michael Deutsch

Managing Director - Memphis at United Capital Financial Advisors, LLC

Memphis, TN, US
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Derek McCauley

Vice President, Head of Integration and Programs at United Capital Financial Advisors, LLC

Newport Beach, CA, US
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Konrad Brown

VP- Wealth Advisor at United Capital Financial Advisors, LLC

Florida, United States
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Michael Mader

Vice President, Wealth Advisor, HOO at United Capital Financial Advisors, LLC

Florida, United States
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Terri Ward

Managing Director and Wealth Advisor at United Capital Financial Advisors, LLC

Nashville, TN, US
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Daphne Hu

Managing Director at United Capital Financial Advisors, LLC

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