David Stoller Location
Rochester, NY, US
David Stoller Work
- 2013 - now Partner @ Mapstone Veritas Financial Group
- 2007 - 2013 AIF®, RICP®, RPS, Partner @ Veritas Financial
- 1997 - 2007 Financial Professional @ AXA Advisors, LLC
- 1999 - 2002 Vice President @ AXA Advisors, LLC
- 1994 - 1997 International Commodity Buyer @ Xerox
David Stoller Education
- The American College of Financial Services2018 - 2019
- The Wharton School2008 - 2008
- Syracuse University - Martin J. Whitman School of Management
Bachelor of Science (Marketing, Public Policy, Law)
1991 - 1995
- Syracuse University
Bachelor of Science (Marketing, Public Policy, Law)
1991 - 1995
David Stoller Skills
- Retirement Planning
- Wealth Management
- Financial Planning IAR
- Investment Advisory Services
- IRA Distribution Planning
- 401(k) Distribution Planning
- Pension Distribution Planning
- Estate Conservation Strategies
- Financial Strategies
- Risk Management
David Stoller Summary
David Stoller, based in Rochester, NY, US, is currently a Partner at Mapstone Veritas Financial Group. David Stoller brings experience from previous roles at Veritas Financial, AXA Advisors, LLC and Xerox Corp. David Stoller holds a 2018 - 2019 The American College of Financial Services. With a robust skill set that includes Retirement Planning, Wealth Management, Financial Planning IAR, Investment Advisory Services, IRA Distribution Planning and more. David Stoller has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Mapstone Veritas Financial Group Employees
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