David Rotatori Email & Phone Number
Co-Founder @ Beacon Capital Advisory Group
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David Rotatori Location
- Charlotte, NC, US
David Rotatori Work
- Co-Founder @ (October 2024 - Present)
- Certified Financial Planner® and Certified Investment Management Analyst @ (November 2020 - Present)
- Certified Financial Planner® and Certified Investment Management Analyst @ (December 2017 - November 2020)
- Certified Financial Planner® and Certified Investment Management Analyst @ (July 2006 - November 2017)
- Sales Business Development @ (January 2005 - January 2006)
David Rotatori Education
- The Wharton School
Certified Investment Management Analyst (Investments and Securities)
2015-2015 - Queens University of Charlotte
Certified Financial Planner (Financial Planning and Services)
2011-2012 - Emory University - Goizueta Business School
Bachelors (Business Administration & Finance)
2004-2008
David Rotatori Skills
- Leadership
- Financial Advisory
- Strategic Financial Planning
- Management
- Investments
- Risk Management
- Sales Management
- Finance
- Certified Financial Planner
- Retirement Planning
- Investment Advisory
- Financial Analysis
- Strategic Planning
- Series 7
- Life
- Wealth Management
David Rotatori Summary
- David Rotatori, based in Charlotte, NC, US, is currently a Co-Founder at Beacon Capital Advisory Group. David Rotatori brings experience from previous roles at Beacon Capital Advisory Group, Blackbridge Financial, Cornerstone Wealth, LLC and Morgan Stanley. David Rotatori holds a 2015 - 2015 Certified Investment Management Analyst in Investments and Securities @ The Wharton School. With a robust skill set that includes Leadership, Financial Advisory, Strategic Financial Planning, Management, Investments and more. David Rotatori has 1 emails and 1 mobile phone numbers on RocketReach.
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