David Schaum Email & Phone Number
Wealth Manager @ Cetera Financial Group
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David Schaum Location
- Delray Beach, FL, US
David Schaum Work
- Wealth Manager @ (July 2023 - Present)
- Wealth Manager @ Schaum Wealth Management (July 2023 - Present)
- Senior Director-Investments @ (July 2016 - July 2023)
- First Vice President-Investments @ (September 2012 - July 2016)
- First Vice President at Wealth Management @ (September 2007 - October 2012)
- Senior Vice President and Financial Advisor @ (November 2000 - September 2007)
- Senior Vice President @ (August 1998 - September 2000)
- Former CPA @ A.M. Pulen (January 1981 - October 1983)
- Certified Public Accountant @ A.M. Pullen (January 1982 - July 1983)
- Certfied Public Accountant @ A.M. Pullen (January 1982 - July 1983)
David Schaum Education
- University of South Florida
Bachelors (Business)
1978-1981
David Schaum Skills
- Financial Markets
- Investment Strategies
- Financial Advisory
- Investment Portfolios
- Former CPA
- Investments
- Wealth Management
- Series 7
- Retirement Planning
- Insurance
- Financial Planning
- Mutual Funds
- Portfolio Management
- Asset Allocation
- Estate Planning
- Financial Modeling
- Business Development
- Sales
- Marketing
- Strategy
David Schaum Summary
- David Schaum, based in Delray Beach, FL, US, is currently a Wealth Manager at Cetera Financial Group. David Schaum brings experience from previous roles at Schaum Wealth Management , Oppenheimer & Co. Inc., Raymond James Financial, Inc. and Morgan Stanley Smith Barney. David Schaum holds a 1978 - 1981 Bachelors in Business @ University of South Florida. With a robust skill set that includes Financial Markets, Investment Strategies, Financial Advisory, Investment Portfolios, Former CPA and more. David Schaum has 1 emails and 1 mobile phone numbers on RocketReach.
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