David Seery Email & Phone Number
Financial Advisor @ Forum Financial Management, LP
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David Seery Location
- Thousand Oaks, CA, US
David Seery Work
- 2018 -now Financial Advisor @
- 2013 -2019 Senior Associate Financial Advisor @
- 2011 -2013 Personal Banker @ California Republic Bank
- 2007 -2011 Office Manager, Party Coordinator, Lead Instructor @
- 2010 -2010 Young Leaders Society Intern @ United Way of Ventura County
- 2006 -2006 Customer Service Representative @
- 2004 -2005 Warehouse Coordinator @
David Seery Education
- UCLA Extension
Personal Financial Planning Certification (Financial Planning and Services)
2014-2015 - California State University Channel Islands
B.S. & B.A. (Business & Economics)
2008-2012 - Moorpark College
AA in General Liberal Arts (General Studies)
2004-2008 - Westlake High School 2000-2004
David Seery Skills
- Leadership
- Event Planning
- Microsoft Office
- Process Scheduler
- Microsoft Word
- PowerPoint
- Marketing
- Microsoft Excel
- Social Networking
- Training
- Customer Service
- Payroll
- Project Planning
David Seery Summary
- David Seery, based in Thousand Oaks, CA, US, is currently a Financial Advisor at Forum Financial Management, LP. David Seery brings experience from previous roles at Lamia Financial Group, Inc., California Republic Bank, The Little Gym and United Way of Ventura County. David Seery holds a 2014 - 2015 Personal Financial Planning Certification in Financial Planning and Services @ UCLA Extension. With a robust skill set that includes Leadership, Event Planning, Microsoft Office, Process Scheduler, Facebook and more. David Seery has 2 emails and 2 mobile phone numbers on RocketReach.
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