2001 -2009 Senior Financial Advisor @ Bank of America/Merrill Lynch
1999 -2001 Senior Financial Consultant @ GBI Capital Partners
1996 -1999 President @ Summit Computer Supplies
1988 -1996 Vice President of Sales and Operations @ Datavision & Devices
David Sherlock Education
Nassau Community College
Associate’s Degree (Business Finance)
1985-1987
Island trees HS 1981-1984
David Sherlock Skills
Relationship Management
Financial Advisory
Investment Strategies
Retirement Plan Consulting
401k
Insurance
Retirement Planning
Wealth Preservation Planning
Investment Analysis
Retirement
Asset Allocation
Financial Services
Investment Advisory
Series 7
Wealth Management
David Sherlock Summary
David Sherlock, based in Denver, CO, US, is currently a Senior Financial Advisor at Wells Fargo Advisors Financial Network. David Sherlock brings experience from previous roles at Bank of America/Merrill Lynch, GBI Capital Partners, Summit Computer Supplies and Datavision & Devices. David Sherlock holds a 1985 - 1987 Associate’s Degree in Business Finance @ Nassau Community College. With a robust skill set that includes Relationship Management, Financial Advisory, Investment Strategies, Retirement Plan Consulting, 401k and more. David Sherlock has 1 mobile phone numbers on RocketReach.
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