David Sivel Email & Phone Number

Principal, Chief Executive Officer @ Collective Family Office

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David Sivel's Location

Hanover, Pennsylvania, United States

David Sivel's Work

Principal, Chief Executive Officer @ Collective Family Office
Senior Director - Central Pa and Medical Doctor @ BNY Mellon Wealth Management
Managing Director, Wealth and Institutional Services @ Wilmington Trust

Chief Information Officer President @ Sam
Vice President Investment Advisor Fc @ Morgan Stanley
Financial Consultant @ Merrrill Lynch

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David Sivel's Education

The American College
Financial Planning ( Finance and Financial Management Services)
2010 - 2011
Ohio University
BA Business ( Management Information Systems, General)
1985 - 1989

David Sivel's Skills

Portfolio Management
Wealth Management
Investments

Financial Planning
Investment Advisory
Fiduciary Services
Wealth
Risk Management
Small Business
Finance

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David Sivel's Summary

David Sivel, based in Hanover, Pennsylvania, United States, is currently a Principal, Chief Executive Officer at Collective Family Office, bringing experience from previous roles at Bny Mellon Wealth Management, Wilmington Trust, Sam and Morgan Stanley. David Sivel holds a 2010 - 2011 Financial Planning in Finance and Financial Management Services @ The American College. With a robust skill set that includes Portfolio Management, Wealth Management, Investments, Financial Planning, Investment Advisory and more, David Sivel contributes valuable insights to the industry. David Sivel has 3 emails on RocketReach.