2021 -now Managing Director @ UBS Financial Service Inc
1994 -2021 Senior Vice President - Wealth Management @
1993 -1994 Vice-President - Investments @
1990 -1993 Investment Advisor (at Georgia Federal Bank) @
David Saltzman Education
Georgia Institute of Technology
Georgia State University
David Saltzman Skills
Equities
Portfolio Management
Wealth Management
Asset Allocation
Certified Financial Planner
Financial Advisory
Investment Advisory
Investment Strategies
Investments
Mutual Funds
Finance
Alternative Investments
Retirement Planning
Certified Investment Management Analyst
Certified Financial
CRPC
Investment Management
CIMA
David Saltzman Summary
David Saltzman, based in Pensacola, FL, US, is currently a Managing Director at UBS Financial Service Inc. David Saltzman brings experience from previous roles at UBS, Prudential Financial and Invest Financial. David Saltzman holds a Georgia Institute of Technology. With a robust skill set that includes Equities, Portfolio Management, Wealth Management, Asset Allocation, Certified Financial Planner and more. David Saltzman has 2 emails and 2 mobile phone numbers on RocketReach.
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.