David Shamash Email & Phone Number
Founder and Wealth Advisor-Financial Planner @ EMET Wealth
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David Shamash Location
- New York, NY, US
David Shamash Work
- 2017 -now Founder and Wealth Advisor-Financial Planner @
- 2012 -2017 Senior Vice President of Wealth Management @
- 2010 -2012 Financial Advisor @
David Shamash Education
- Queens College
(Economics, Accounting)
David Shamash Skills
- Retirement Planning
- Strategic Financial Planning
- Estate Planning
- Securities
- Financial Services
- Investment Advisory
- Portfolio Management
- Insurance
- Wealth
- Finance
- Investment Management
- Wealth Management Services
- Financial Planners
- Equity Trading
- Series 7
- Wealth Management
- Investments
- Life Insurance
- Mutual Funds
- Financial Risk
- Financial Markets
- Relationship Management
- Structured Products
- Valuation
- Private Equity
- Million Dollar Club
- Asset Managment
- Retirement
- Alternative Investments
- Fixed Annuities
- Equities
- Series 63
- Asset Allocation
- Employee Benefits
- Asset Management
- Fixed Income
- 401k
- FINRA
- Bonds
- Hedge Funds
- Investment Strategies
- Options
- Capital Markets
- ETFs
- Uniform Combined State Law
- IRAs
- Derivatives
- Trading
- Investment Banking
- Separately Managed Accounts
- Startups
- Sales
- Demand Planning
- Small Business Lending
- Project Planning
- Financial Planning
- Transport
- Business Development
David Shamash Summary
- David Shamash, based in New York, NY, US, is currently a Founder and Wealth Advisor-Financial Planner at EMET Wealth. David Shamash brings experience from previous roles at Sentinel Financial Solutions and AXA Advisors. David Shamash holds a Queens College. With a robust skill set that includes Retirement Planning, Strategic Financial Planning, Estate Planning, Securities, Financial Services and more. David Shamash has 2 emails and 2 mobile phone numbers on RocketReach.
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