David Searles Email & Phone Number
Investment Executive, Financial Consultant @ Raymond James
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David Searles Location
- Florida, United States
David Searles Work
- 2016 -now Investment Executive, Financial Consultant @
- 2009 -2016 Chief Investment Officer @
- 2005 -2009 Vice President - Wealth Management Consultant @
- 2000 -2005 Vice President - Wealth Management Advisor @
David Searles Education
- Washington University in St. Louis
MBA - Olin Business School (Finance)
- The Wharton School
(Investment Management)
- University of Cambridge
(CELTA - Certificate English Language Teaching Adults)
David Searles Skills
- Project Management
- Financial Modeling
- Business Development
- Sales
- Business Analysis
- Microsoft Excel
- Leadership
- Wealth Management
- Executive Management
- Commercial Lending
- Portfolio Management
David Searles Summary
- David Searles, based in Florida, United States, is currently a Investment Executive, Financial Consultant at Raymond James. David Searles brings experience from previous roles at TrueGate Capital Inc, Merrill Lynch and Morgan Stanley. David Searles holds a MBA - Olin Business School in Finance @ Washington University in St. Louis. With a robust skill set that includes Project Management, Financial Modeling, Business Development, Sales, Business Analysis and more. David Searles has 2 emails and 2 mobile phone numbers on RocketReach.
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