2022 -
now Senior Vice President - Wealth Management @
2013 -
now Senior Retirement Plan Consultant @
2013 -
now Endowment and Foundation Consultant @
2007 -
2022 First Vice President - Wealth Management @
2013 -
now Senior Insititutional Consultant @
David Sears Education
University of Pennsylvania - The Wharton School
(CIMA, Certification)
2011
-
2011
Rutgers Business School
Bachelor of Science (B.S.) (Finance & Economics)
2003
-
2007
David Sears Skills
Wealth Management
Asset Allocation
Portfolio Management
David Sears Summary
David Sears, based in Princeton, NJ, US, is currently a Senior Vice President - Wealth Management at UBS. David Sears brings experience from previous roles at UBS and The UBS Institutional Consulting Group. David Sears holds a 2011 - 2011 University of Pennsylvania - The Wharton School. With a robust skill set that includes Wealth Management, Asset Allocation, Portfolio Management and more.
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.