David Robertson Email & Phone Number
Vice President FinLife Partnership Management @ United Capital Financial Advisors, LLC
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David Robertson Location
- Texas, United States
David Robertson Work
- 2023 -now Vice President FinLife Partnership Management @
- 2017 -2023 Vice President, Partnership Management - Personal Financial Management @
- 2013 -2017 Vice President, Business Development @
- 2010 -2013 Vice President, Practice Management and Consulting @
- 2008 -2009 Portfolio Consultant-External Wholesaler @ Knight Portfolio Access
- 1993 -2008 Vice President, Technology Sales Consultant @
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
- Asset Allocation
- Relationship Management
- Asset Management
- Wealth Management
- Portfolio Management
- Securities
- Alternative Investments
- Development
- Business Relationship Management
- Business Development
- Business Analysis
- Strategic Planning
- Marketing
- JavaScript
- Customer Service
- SQL
- Isd
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.
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Tony Carpita
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Catherine Humbert
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Stacey Zwicker
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Ted Baker
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Charlie York
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