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David Sebring Location
Phoenix, AZ, US
David Sebring Work
Director of Financial Planning @ (January 2024 - Present)
Director of Planning Operations @ (October 2022 - December 2024)
Financial Planning Consultant @ (May 2021 - October 2022)
Financial Advisor @ (October 2019 - April 2021)
Financial Advisor @ (August 2017 - September 2019)
High Net Worth Relationship Manager @ (May 2014 - August 2017)
Operations Specialist @ (June 2011 - May 2014)
Client Relationship Specialist @ (September 2008 - June 2011)
David Sebring Education
Northern Arizona University
Bachelor of Science in Business Administration (Finance)
2005-2008
David Sebring Skills
Leadership
Sales
Customer Relationship Management (CRM)
FINRA Series 7
FINRA Series 63
CERTIFIED FINANCIAL PLANNER ™️
FINRA Series 65
Communication and Public Speaking
Organization
Wealth Management
Financial Advisory
Financial Services
David Sebring Summary
David Sebring, based in Phoenix, AZ, US, is currently a Director of Financial Planning at Wise Financial - Northwestern Mutual Private Client Group. David Sebring brings experience from previous roles at Wise Financial - Northwestern Mutual Private Client Group, Northwestern Mutual, Brightside and Vanguard. David Sebring holds a 2005 - 2008 Bachelor of Science in Business Administration in Finance @ Northern Arizona University. With a robust skill set that includes Leadership, Sales, Customer Relationship Management (CRM), FINRA Series 7, FINRA Series 63 and more. David Sebring has 2 emails on RocketReach.
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