David Russo Email & Phone Number
Managing Director @ iCapital
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David Russo Location
- New York, NY, US
David Russo Work
- Managing Director @ (May 2016 - Present)
- Director, Platform Strategy and Execution @ (October 2014 - May 2016)
- Director, Managed Solutions Group @ (April 2011 - October 2014)
- Vice President, Consulting Group @ (August 2007 - April 2011)
- Vice President, Financial Planning @ (August 2006 - August 2007)
- Commercial Manager, Datafeed Solutions @ (August 2005 - August 2006)
- Associate Director, Consulting Services @ (March 2003 - August 2005)
- Associate Director, Portfolio Analytics @ Evergreen Funds (June 2000 - February 2002)
- Relationship Manager, Investment Management @ (March 1999 - June 2000)
David Russo Education
- Georgetown University, The McDonough School of Business
BSBA
David Russo Skills
- Analysis
- Bloomberg
- Financial Advisory
- Financial Analysis
- Financial Planning
- Investment Advisory
- Investment Advisory Services
- Management
- Mutual Funds
- Product Development
- Project Planning
- Series 24
- Series 66
- Series 7
- Strategic Financial Planning
- Strategy
- Wealth Management
David Russo Summary
- David Russo, based in New York, NY, US, is currently a Managing Director at iCapital. David Russo brings experience from previous roles at Credit Suisse, Merrill Lynch and Morgan Stanley Smith Barney. David Russo holds a BSBA @ Georgetown University, The McDonough School of Business. With a robust skill set that includes Analysis, Bloomberg, Financial Advisory, Financial Analysis, Financial Planning and more. David Russo has 2 emails and 1 mobile phone numbers on RocketReach.
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