David Simpson Email
Adjunct Professor @ Northwest University
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David Simpson Location
- Lynnwood, WA, US
David Simpson Work
- Wealth Advisor @ (June 2026 - Present)
- Senior Investment Strategist @ (September 2022 - May 2026)
- Portfolio Manager @ (October 2021 - August 2022)
- Adjunct Professor @ (August 2025 - Present)
- Portfolio Manager @ (February 2014 - September 2021)
- Investment Service Analyst @ (January 2011 - February 2014)
- Consultant @ (August 2009 - April 2010)
- Spring Associate @ (January 2009 - May 2009)
- Teaching Assistant @ (May 2008 - March 2009)
- Associate Portfolio Consultant @ (March 2006 - June 2007)
- Registered Representative @ (October 2000 - February 2006)
David Simpson Education
- Thunderbird School of Global Management
Master of Business Administration (MBA) (Finance)
2007-2009 - San Diego State University
BS (Finance)
David Simpson Skills
- Alternative Investments
- Analysis
- Analytical Skills
- Asset Allocation
- Asset Management
- Asset Managment
- Bloomberg
- Bloomberg Terminal
- Business Valuation
- Capital Markets
- Corporate Finance
- Economics
- Emerging Markets
- Equities
- Equity Research
- Finance
- Financial Advisory
- Financial Analysis
- Financial Markets
- Financial Modeling
- Financial Planning
- Financial Services
- Fixed Income
- Hedge Funds
- High Net Worth Individuals
- Higher Education Teaching
- Investment Advisory
- Investment Management
- Investment Research
- Investment Strategies
- Investments
- Mutual Funds
- Online Teaching
- Options
- Personal Financial Planning
- Portfolio Management
- Private Equity
- Relationship Management
- Securities
- Series 7
- Strategic Financial Planning
- Trading
- University Lecturing
- Valuation
- Wealth Management
- Zephyr Style Advisor
- emoney
David Simpson Summary
- David Simpson, based in Lynnwood, WA, US, is currently a Adjunct Professor at Northwest University. David Simpson brings experience from previous roles at Mercer Advisors and Miller Advisors, Inc.. David Simpson holds a 2007 - 2009 Master of Business Administration (MBA) in Finance @ Thunderbird School of Global Management. With a robust skill set that includes Alternative Investments, Analysis, Analytical Skills, Asset Allocation, Asset Management and more. David Simpson has 2 emails on RocketReach.
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