David Souter Email & Phone Number
Financial Consultant @ Wealth Management Strategies
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David Souter Location
- San Clemente, CA, US
David Souter Work
- 2022 -now Financial Consultant @
- 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 @
- 2007 -2008 Institutional Equity Sales @ Global Hunter Securities, Inc
- 2002 -2007 Portfolio Manager and CEO @
- 2001 -2002 Financial Analyst and Equity research analyst @
- 2000 -2001 Institutional Equity Sales @ Embarcadero Securities
- 1996 -2000 Financial Analyst and Portfolio Manager @ IJL Capital Management
David Souter Education
- CFA Institute 1996-1999
- Yale School of Management 1990-1992
- UC San Diego 1982-1987
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
- Individual Retirement Accounts (IRA)
- Retirement Income Strategies
- Qualified Retirement Plans
- Retirement Plan Consulting
- Wealth Transfer
- Wealth Accumulation
- Multi-generational wealth transfer
- Investments
- Succession Planning
- Variable Annuities
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 on RocketReach.
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Top Wealth Management Strategies Employees
Ian Ellis
Managing Director
California, United States
Timothy Dunigan
Financial Consultant
Irvine, CA, US
David Souter
Financial Consultant
San Clemente, CA, US
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