2022 -2022 Vice President, Advisor and CPA Development @
2012 -2015 Founder and President @ Scheidt Asset Management
2010 -2012 Senior Vice President @
2007 -2009 Vice President, National Manager, DCIO @
2005 -2007 Vice President, Institutional Services and Asset Management @
1997 -2005 Consultant @ DecisionAnalytics
David Scheidt Education
California State University-Fresno
Business Administration (Finance)
David Scheidt Skills
Project Management
Customer Acquisition
Business Development
Entrepreneurship
Management
Product Development
Business Relationship Management
Customer Service
Sales
Sales Management
Winemaking
Wine Sales
Wine & Spirits Industry
Asset Management
Alternative Investments
Investment Strategies
Investments
Asset Managment
Mutual Funds
Investment Management
Asset Allocation
Investment Advisory
Wealth Management
Portfolio Management
Retirement
Fixed Income
Equities
Securities
Financial Advisory
Capital Markets
Wealth
Trading
Hedge Funds
401k
Wine
Pensions
Financial Services
Financial Markets
Bonds
Food & Beverage
Securities Regulation
Wealth Management Services
ETFs
Relationship Management
Wine Education
Series 63
Retirement Planning
Series 7
Microsoft Office
Business Analysis
Strategic Planning
Food and Beverage
Wine and Spirits Industry
David Scheidt Summary
David Scheidt, based in San Francisco, CA, US, is currently a Sales Representative at Monterey Bay Wine Company. David Scheidt brings experience from previous roles at Astoria Wine Group, Mastro Scheidt Family Cellars, Inscription Capital and Family Office and Strad Pro. David Scheidt holds a Business Administration in Finance @ California State University-Fresno. With a robust skill set that includes Project Management, Customer Acquisition, Business Development, Entrepreneurship, Management and more. David Scheidt has 2 emails and 2 mobile phone numbers on RocketReach.
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