David Schaum Email & Phone Number
Wealth Manager @ Cetera Financial Group
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David Schaum Location
- Delray Beach, FL, US
David Schaum Work
- 2023 -now Wealth Manager @
- 2023 -now Wealth Manager @ Schaum Wealth Management
- 2016 -2023 Senior Director-Investments @
- 2012 -2016 First Vice President-Investments @
- 2007 -2012 First Vice President at Wealth Management @
- 2000 -2007 Senior Vice President and Financial Advisor @
- 1998 -2000 Senior Vice President @
- 1981 -1983 Former CPA @ A.M. Pulen
- 1982 -1983 Certified Public Accountant @ A.M. Pullen
- 1982 -1983 Certfied Public Accountant @ A.M. Pullen
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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Top Cetera Financial Group Employees
Jon Anderson
Managing Director, Head of Workplace and Retirement
San Diego, CA, US
Tom Halloran
President and CEO of Cetera Advisors
Wellesley, MA, US
Casper Thomsen
Managing Director, Head of Enterprise Data
Texas, United States
Mike Ragunas
Chief Technology Officer
Denver, CO, US
Edward O'Brien
Chief Operating Officer
Boston, MA, US
Todd MacKay
President, Cetera Wealth Management
Evergreen, CO, US
Jennifer Hanau
President, RIA and Branches Channel
Boulder, CO, US
Summer Pretzer
Senior Vice President, Head of Risk Controls
San Diego, CA, US
Christian Mitchell
President, Cetera Solutions
San Diego, CA, US
Maxwell Razzore
Vice President - Program Manager
San Diego, CA, US
Adeline Wong
SVP, Head of Retirement Plan Programs and Strategy
San Diego, CA, US
Deepti Tivel
Managing Director, Head of Talent Acquisition
San Diego, CA, US
Jeff Buchheister
Chief Financial Officer
San Diego, CA, US
Andy Watts
President, Tax Channel
Texas, United States
Scott Hennon
Chief Information Security Officer and Head of Enterprise IT Risk Management
Florida, United States
Andrea Shane
Managing Director, Head of Sales and Growth Operations
Florida, United States
Michael Durbin
Chief Executive Officer
United States
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