David Stoller Email & Phone Number
Partner @ Mapstone Veritas Financial Group
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David Stoller Location
- Rochester, NY, US
David Stoller Work
- 2013 -now Partner @
- 2007 -2013 AIF®, RICP®, RPS, Partner @
- 1997 -2007 Financial Professional @
- 1999 -2002 Vice President @
- 1994 -1997 International Commodity Buyer @
David Stoller Education
- The American College of Financial Services 2018-2019
- The Wharton School 2008-2008
- 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
- Client Education
- Tax-deferred Investment Strategies
- Insurance Planning
- Retirement Planning Strategies
- Long Term Care Planning Strategies
- Executive Benefits Planning
- Business Succession Strategies
- Implementation of Ibm Rational Software
- Sales
- Tax Deferred Investment Planning
- Financial Planning
- Management
- Leadership
- Change Management
- Marketing
- 401k Distribution Planning
- Small Business
- Strategy
- Team Building
- Business Strategy
- Strategic Financial Planning
- Strategic Planning
- Retirement Distribution Planning
- Software Testing
- Software Development Outsourcing
- Business Development
- Tax Deferred Investment Strategies
- Business Planning
- 401 Distribution Planning
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 on RocketReach.
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Top Mapstone Veritas Financial Group Employees
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