David Shapiro Email & Phone Number
Regional Director @ Johnson Brunetti Retirement & Investment Specialists
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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 2 mobile phone numbers on RocketReach.
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