David Spratt Email & Phone Number
Chief Operating Officer and Chief Compliance Officer @ Badgley Phelps Wealth Managers
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David Spratt Location
- North Bend, WA, US
David Spratt Work
- Chief Operating Officer and Chief Compliance Officer @ (January 2025 - Present)
- Director of Business Administration and Compliance, Chief Compliance Officer @ (August 2023 - January 2025)
- Fly Fishing Guide @ (June 2022 - Present)
- Fly Shop Manager and Fly Fishing Guide @ (June 2022 - July 2023)
- Fly Fishing Manager @ (August 2021 - June 2022)
- Head of Advisor Support @ (February 2021 - August 2021)
- Senior Vice President, Operations @ (April 2020 - February 2021)
- Production Staff @ (July 2019 - August 2019)
- Chief Compliance Officer (CCO) @ (January 2014 - March 2019)
- Chief Operating Officer (COO) @ (January 2012 - March 2019)
- Merriman Wealth Management, LLC - Previous Position History @ (February 2001 - July 2012)
- Director of IT @ ING Insurance Agency, Denver CO (March 2000 - July 2001)
- Director of Client Service @ (September 1999 - February 2000)
- Senior Account Trader @ (January 1997 - June 1999)
- Client Services Representative @ (February 1994 - January 1997)
- Client Service Representative @ (August 1992 - February 1994)
David Spratt Education
- Washington State University
Bachelor of Arts (BA) (Business Administration and Management, Finance)
1988-1992
David Spratt Skills
- Securities Regulation
- Database Administration
- Operational Excellence
- Investment Strategies
- Management
- Compliance Management
- Customer Service
- Technical Support
- Client Services
- Information Technology
- Communication
- Leadership
- Data Analysis
- Cross-functional Team Leadership
- Organizational Leadership
- Microsoft Project
- Microsoft SQL Server
- Microsoft Outlook
- Microsoft PowerPoint
- Microsoft Word
- Asset Allocation
- Asset Managment
- Business Analysis
- Business Process Improvement
- Conservation Issues
- Customer Relationship Management (CRM)
- Data Operations
- Disaster Recovery
- Finance
- Financial Planning
- Financial Services
- Fishing
- Fly Fishing
- Fly Tying
- Homebrewing
- Human Resources (HR)
- Integration
- Investment Advisory
- Investment Management
- Investments
- Mergers & Acquisitions (M&A)
- Microsoft Excel
- Mutual Funds
- Portfolio Management
- Project Management
- Regulatory Compliance
- Research
- Risk Management
- Software Conversions
- Wealth Management
- Business Administration
- Materials
- Human Resources
- Customer Relationship Management
David Spratt Summary
- David Spratt, based in North Bend, WA, US, is currently a Chief Operating Officer and Chief Compliance Officer at Badgley Phelps Wealth Managers. David Spratt brings experience from previous roles at Badgley Phelps Wealth Managers, CROW CREEK GUIDE SERVICE LLC, Crow Creek Fly Shop and Orvis. David Spratt holds a 1988 - 1992 Bachelor of Arts (BA) in Business Administration and Management, Finance @ Washington State University. With a robust skill set that includes Securities Regulation, Database Administration, Operational Excellence, Investment Strategies, Management and more. David Spratt has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Badgley Phelps Wealth Managers Employees
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Kevin Callaghan
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David Berdine
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Kathy Dahm
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