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David Shipper Location
Harrison, NY, US
David Shipper Work
Senior Vice President - Co Manager @ (September 2009 - Present)
Senior Vice President @ (September 2009 - Present)
Vice President @ Well Fargo/Wachovia/A G Edwards (January 1995 - January 2009)
Senior Vice President @ Openheimer/Fahnstock (January 1988 - January 1995)
Senior Vice President - Complex Manager @ E F Hutton & Co. (January 1973 - January 1988)
David Shipper Skills
401k
Asset Allocation
Asset Managment
Business Intelligence
Estate Planning
Finance
Financial Advisory
Financial Services
Fixed Annuities
IRAs
Insurance
Investment Advisory
Investments
Mutual Funds
Portfolio Management
Retirement
Retirement Planning
Securities
Series 63
Series 7
Strategic Financial Planning
Team Leadership
Uniform Combined State Law
Vendor Management
Wealth Management
Training
Business Development
Project Management
Customer Service
David Shipper Summary
David Shipper, based in Harrison, NY, US, is currently a Senior Vice President - Co Manager at Benjamin F. Edwards & Co.. David Shipper brings experience from previous roles at Benjamin F. Edwards & Co., Well Fargo/Wachovia/A G Edwards, Openheimer/Fahnstock and E F Hutton & Co.. With a robust skill set that includes 401k, Asset Allocation, Asset Managment, Business Intelligence, Estate Planning and more. David Shipper has 2 emails and 1 mobile phone numbers on RocketReach.
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