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David Shapiro Location
Needham, MA, US
David Shapiro Work
2024 -now Regional Director @
2018 -now Financial Advisor @
2004 -2018 Vice President @
2002 -2004 President @ Hillcrest Asset Management
1998 -2002 Sr. Financial Advisor @
David Shapiro Education
Crummer Graduate School of Business at Rollins College
Master of Business Administration (MBA) (Business)
2004-2006
University of Central Florida
Bachelor of Arts (B.A.) (Economics)
1994-1997
David Shapiro Skills
Alternative Investments
Investments
Finance
Series 7
Real Estate
Portfolio Management
Private Placements
REIT
Series 63
Separately Managed Accounts
Mutual Funds
Insurance
Financial Advisory
Sales
Investment Advisory
Wealth Management
David Shapiro Summary
David Shapiro, based in Needham, MA, US, is currently a Regional Director at Johnson Brunetti Retirement & Investment Specialists. David Shapiro brings experience from previous roles at Johnson Brunetti Retirement & Investment Specialists, CNL Securities, Hillcrest Asset Management and Janney Montgomery Scott. David Shapiro holds a 2004 - 2006 Master of Business Administration (MBA) in Business @ Crummer Graduate School of Business at Rollins College. With a robust skill set that includes Alternative Investments, Investments, Finance, Series 7, Real Estate and more. David Shapiro has 2 emails and 3 mobile phone numbers on RocketReach.
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