David Sayers Location
Minneapolis, MN, US
David Sayers Work
- 2021 - now Vice President, Wealth Advisor @ Sequoia Financial Group
- 2021 - 2025 Senior Integrated Wealth Advisor @ Carlson Capital Management
- 2014 - 2021 Wealth Partner @ TruNorth Wealth Partners
- 2013 - 2014 Wealth Advisor @ CLA (CliftonLarsonAllen)
- 2007 - 2013 Financial Advisor @ Northwestern Mutual
- 2004 - 2007 Marketing Development @ 3M
- 1999 - 2004 Product Manager @ Seafrigo Cold Storage
David Sayers Education
- University of Minnesota - Carlson School of Management
MBA (Marketing and Strategic Management)
- University of Minnesota
BS (Engineering & Business Management)
- 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 Vice President, Wealth Advisor at Sequoia Financial Group. David Sayers brings experience from previous roles at Carlson Capital Management, TruNorth Wealth Partners, CliftonLarsonAllen and Northwestern Mutual. David Sayers holds a MBA in Marketing and Strategic Management @ University of Minnesota - 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 2 mobile phone numbers on RocketReach.
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Top Sequoia Financial Group Employees
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55+
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Thomas Haught
Chairman, CEO and President at Sequoia Financial Group
Cleveland, OH, US3 -
Joseph Glick
Chief Operating Officer at Sequoia Financial Group
Cleveland, OH, US45+ -
25
-
35+
-
Matthew Dunn
Owner and Principal Consultant at Sequoia Financial Group
Cleveland, OH, US23 -
23
-
Kerry Finn
Senior Vice President | Wealth Advisor - Sentinel Family Office at Sequoia Financial Group
California, United States34 -
Adam Hoffmann
Vice President, Portfolio Manager at Sequoia Financial Group
Minneapolis, MN, US35 -
35+
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