David Rotatori Email & Phone Number
Co-Founder @ Beacon Capital Advisory Group
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David Rotatori Location
- Charlotte, NC, US
David Rotatori Work
- 2024 -now Co-Founder @
- 2020 -now Certified Financial Planner® and Certified Investment Management Analyst @
- 2017 -2020 Certified Financial Planner® and Certified Investment Management Analyst @
- 2006 -2017 Certified Financial Planner® and Certified Investment Management Analyst @
- 2005 -2006 Internal Sales @
David Rotatori Education
- University of Pennsylvania - The Wharton School 2015-2015
- Queens University of Charlotte 2011-2012
- Emory University - Goizueta Business School 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 University of Pennsylvania - 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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