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David Strachan Location
Kennebunk, ME, US
David Strachan Work
Managing Director and Senior Wealth Advisor @ (February 2022 - Present)
Senior Vice President and Director of Fiduciary Services @ (June 2021 - February 2022)
Senior Vice President and Director of Relationship Management @ (July 2018 - June 2021)
Senior Vice President and Head of Trust Administration @ (July 2012 - July 2018)
Vice President and Trust Officer @ (January 2001 - June 2012)
Trust Officer @ (January 1996 - January 2000)
David Strachan Education
Boston University
Financial Planning Program
2010-2012
St. Lawrence University
BA (History)
1985-1989
Nichols School 1977-1985
David Strachan Skills
Alternative Investments
Asset Management
Banking
Commercial Lending
Due Diligence
Estate Planning
Finance
Financial Advisory
Financial Analysis
Financial Modeling
Financial Planning
High Net Worth Individuals
Investments
Mutual Funds
Strategic Financial Planning
Wealth Management
Wealth Management Services
David Strachan Summary
David Strachan, based in Kennebunk, ME, US, is currently a Managing Director and Senior Wealth Advisor at Dakota Wealth Management. David Strachan brings experience from previous roles at Cambridge Trust Company. David Strachan holds a 2010 - 2012 Financial Planning Program @ Boston University. With a robust skill set that includes Alternative Investments, Asset Management, Banking, Commercial Lending, Due Diligence and more. David Strachan has 1 emails on RocketReach.
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