David Sebring Location
Phoenix, AZ, US
David Sebring Work
- 2024 - now Director of Financial Planning @ Wise Financial - Northwestern Mutual
- 2022 - 2024 Director of Planning Operations @ Wise Financial - Northwestern Mutual
- 2021 - 2022 Financial Planning Consultant @ Northwestern Mutual
- 2019 - 2021 Financial Advisor @ Brightside
- 2017 - 2019 Financial Advisor @ Vanguard
- 2014 - 2017 High Net Worth Relationship Manager @ Vanguard
- 2011 - 2014 Operations Specialist @ Vanguard
- 2008 - 2011 Client Relationship Specialist @ Vanguard
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
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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