David Souter Location
San Clemente, CA, US
David Souter Work
- 2022 - now Financial Consultant @ Wealth Management Strategies
- 2017 - 2022 Financial Advisor @ Prudential Advisors
- 2012 - 2017 Owner @ Souter Consulting
- 2011 - 2012 Institutional Equity Sales and Investment Banker @ Ascendiant Capital Group
- 2008 - 2011 Senior Vice President Institutional Equity Sales @ Jesup & Lamont
- 2007 - 2008 Institutional Equity Sales @ Global Hunter Securities, Inc
- 2002 - 2007 Portfolio Manager and CEO @ KINGSLAND CAPITAL LIMITED
- 2001 - 2002 Financial Analyst and Equity research analyst @ Hermes Advisors
- 2000 - 2001 Institutional Equity Sales @ Embarcadero Securities
- 1996 - 2000 Financial Analyst and Portfolio Manager @ IJL Capital Management
David Souter Education
- CFA Institute1996 - 1999
- Yale School of Management1990 - 1992
- UC San Diego1982 - 1987
David Souter Skills
- Wealth Management Services
- English
- Financial Analysis
- Business Development
- Business Relationship Management
- Investment Strategies
- Risk Management
- Stocks
- Retirement Planning
- 401(k) Retirement Savings Plans
David Souter Summary
David Souter, based in San Clemente, CA, US, is currently a Financial Consultant at Wealth Management Strategies. David Souter brings experience from previous roles at Prudential Advisors, Souter Consulting, Ascendiant Capital Group and Jesup & Lamont. David Souter holds a 1996 - 1999 CFA Institute. With a robust skill set that includes Wealth Management Services, English, Financial Analysis, Business Development, Business Relationship Management and more. David Souter has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Wealth Management Strategies Employees
-
Ian Ellis
Managing Director at Wealth Management Strategies
California, United States33 -
33
-
David Souter
Financial Consultant at Wealth Management Strategies
San Clemente, CA, US31
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