David Sayers Email & Phone Number
Wealth Partner @ TruNorth Wealth Partners
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David Sayers Location
- Minneapolis, MN, US
David Sayers Work
- 2021 -now Vice President, Wealth Advisor @
- 2021 -2025 Senior Integrated Wealth Advisor @ Carlson Capital Management
- now Senior Integrated Wealth Advisor @ Carlson Capital Management
- now Wealth Partner @
- 2014 -2021 Wealth Partner @
- 2013 -2014 Wealth Advisor @
- now Wealth Advisor @
- 2007 -2013 Financial Advisor @
- now Financial Advisor @
- now Marketing Development @
- 2004 -2007 Marketing Development @
- now Product Manager @
- 1999 -2004 Product Manager @
David Sayers Education
- UMN Carlson School of Management
MBA (Marketing and Strategic Management)
- University of Minnesota
BS
- Stillwater Area High School
David Sayers Skills
- Investment Advisory
- Wealth Management Services
- Certified Financial Planner
- Retirement Income Strategies
- Estate Tax Planning
- MBA
David Sayers Summary
- David Sayers, based in Minneapolis, MN, US, is currently a Wealth Partner at TruNorth Wealth Partners. David Sayers brings experience from previous roles at Sequoia Financial Group, Carlson Capital Management and TruNorth Wealth Partners. David Sayers holds a MBA in Marketing and Strategic Management @ UMN Carlson School of Management. With a robust skill set that includes Investment Advisory, Wealth Management Services, Certified Financial Planner, Retirement Income Strategies, Estate Tax Planning and more. David Sayers has 2 emails and 3 mobile phone numbers on RocketReach.
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