David Seligman Email & Phone Number
UHNW Relationship Manager at Vanguard @ Vanguard
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David Seligman Location
- Fort Worth, TX, US
David Seligman Work
- 2022 -now UHNW Relationship Manager at Vanguard @
- 2017 -2022 Financial Advisor @
- 2016 -2017 Financial Advisor @
- 2014 -2016 Regional Director of Sales and Marketing @
- 2011 -2014 Financial Associate @
- 2009 -2011 Loan Officer @
David Seligman Education
- The University of Alabama
Master of Science - MS (Family Financial Planning and Couseling)
- Hawaii Pacific University
Bachelor of Arts (B.A.) (Economics)
David Seligman Skills
- Credit
- Loans
- Consumer Lending
- Banking
- Retail Banking
- Credit Risk
- Credit Analysis
- Portfolio Management
- Financial Analysis
- Investments
- Loan Origination
- Finance
- Risk Management
- Underwriting
- Credit Cards
- Deposits
- Branch Banking
- Mortgage Lending
- Asset Management
- Series 7
- Series 63
- Customer Service
- Business Development
- Financial Services
- Mutual Funds
- Leadership
- Public Speaking
- Asset Allocation
- Research
- Sales
- Insurance
- Financial Guidance
- Retirement Planning
David Seligman Summary
- David Seligman, based in Fort Worth, TX, US, is currently a UHNW Relationship Manager at Vanguard at Vanguard. David Seligman brings experience from previous roles at Wells Fargo Advisors, USAA, Gulf South Energy and American Airlines Federal Credit Union. David Seligman holds a Master of Science - MS in Family Financial Planning and Couseling @ The University of Alabama. With a robust skill set that includes Credit, Loans, Consumer Lending, Banking, Retail Banking and more. David Seligman has 2 emails and 1 mobile phone numbers on RocketReach.
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