David Shechtman Email & Phone Number
Director, Advisory Services @ Meeder Investment Management
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David Shechtman Location
- Plano, TX, US
David Shechtman Work
- 2026 -now Director, Advisory Services @
- 2023 -2026 AVP, Asset Management - Fixed Income @
- 2020 -2023 VP, Private Client Banker @
- 2018 -2019 Retirement Plan Specialist @
- 2016 -2018 Financial Advisor Residency @
David Shechtman Education
- University of Texas at Dallas - Naveen Jindal School of Management
Bachelor’s Degree (Finance)
2012-2016
David Shechtman Skills
- Presentations
- Salesforce.com
- FINRA
- Teamwork
- Investments
- Retirement Planning
- Microsoft Office
- Customer Service
- Management
- Microsoft Excel
- Microsoft Word
- Leadership
- PowerPoint
- Research
- Public Speaking
- Project Management
- Microsoft PowerPoint
David Shechtman Summary
- David Shechtman, based in Plano, TX, US, is currently a Director, Advisory Services at Meeder Investment Management. David Shechtman brings experience from previous roles at Hilltop Securities Inc., JPMorgan Chase & Co., Mylestone Plans and Lincoln Financial Group. David Shechtman holds a 2012 - 2016 Bachelor’s Degree in Finance @ University of Texas at Dallas - Naveen Jindal School of Management. With a robust skill set that includes Presentations, Salesforce.com, FINRA, Teamwork, Investments and more. David Shechtman has 2 emails and 1 mobile phone numbers on RocketReach.
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