David Sayers Email & Phone Number
Wealth Partner @ TruNorth Wealth Partners
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David Sayers Location
- Minneapolis, MN, US
David Sayers Work
- Vice President, Wealth Advisor @ (January 2021 - Present)
- Senior Integrated Wealth Advisor @ Carlson Capital Management (January 2021 - January 2025)
- Senior Integrated Wealth Advisor @ Carlson Capital Management
- Wealth Partner @
- Wealth Partner @ (January 2014 - January 2021)
- Wealth Advisor @ (January 2013 - January 2014)
- Wealth Advisor @
- Financial Advisor @ (January 2007 - January 2013)
- Financial Advisor @
- Marketing Development @
- Marketing Development @ (January 2004 - January 2007)
- Product Manager @
- Product Manager @ (January 1999 - January 2004)
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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