David Shaw Email & Phone Number
Advisor @ Bridgewater Advisors Inc.
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David Shaw Location
- New York, NY, US
David Shaw Work
- Advisor @ (May 2025 - Present)
- Wealth Advisor @ (February 2024 - April 2025)
- Associate Wealth Advisor @ (May 2020 - January 2024)
- Associate Client Advisor @ (February 2019 - May 2020)
- Portfolio and Investor Relations Associate | Fund Management @ (September 2017 - February 2019)
- LIHTC Financial Analyst | Asset Management @ (January 2016 - September 2017)
- Financial Services Representative @ (May 2015 - September 2015)
David Shaw Education
- Boston University
Certificate Program (Finance and Financial Management Services)
2020-2022 - Saint Anselm College
Bachelor of Arts - BA (Finance & Economics)
2011-2015 - Massey University - Te Kunenga ki Pūrehuroa
Communication & Media Studies
2014-2014
David Shaw Skills
- Asset Allocation
- Customer Relationship Management (CRM)
- Estate Planning
- Family Wealth Management
- Financial Analysis
- Financial Modeling
- Financial Planning
- Low-Income Housing Tax Credit (LIHTC)
- Portfolio Management
- Private Wealth Management
- Tax Planning
David Shaw Summary
- David Shaw, based in New York, NY, US, is currently a Advisor at Bridgewater Advisors Inc.. David Shaw brings experience from previous roles at Focus Partners, Argent Wealth Management, LLC and Boston Financial Investment Management, LP. David Shaw holds a 2020 - 2022 Certificate Program in Finance and Financial Management Services @ Boston University. With a robust skill set that includes Asset Allocation, Customer Relationship Management (CRM), Estate Planning, Family Wealth Management, Financial Analysis and more. David Shaw has 2 emails and 2 mobile phone numbers on RocketReach.
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