David Tateosian Email & Phone Number
Chief Commercial Officer @ Sandro Wealth Management
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David Tateosian Location
- California, United States
David Tateosian Work
- Chief Commercial Officer @ (September 2025 - Present)
- Advisor for early-stage wealth management firm @ Freelance (January 2025 - October 2025)
- President, First Republic Securities Company now part of J.P. Morgan Chase @ (January 2023 - January 2024)
- Senior Managing Director, Preferred Trade @ (January 1997 - January 2003)
- Vice President, Branch Manager and Regional Sales Manager @ (January 1992 - January 1997)
- Financial Sales and Customer Service Representative @ (January 1986 - January 1992)
- President, First Republic Securities Company, LLC; EVP and Head of PWM Institutional Funding @ (January 2003 - January 2023)
David Tateosian Education
- University of Vermont
David Tateosian Skills
- Operations Management
- Sales Operations
- Analytical Skills
- Leadership
- Interpersonal Skills
- Continuous Process Improvement
- Business Process Improvement
- Management
- New Business Development
- Team Building
- Public Speaking
- Strategy
- Financial Analysis
- Investment Strategies
- Business Strategy
- Project Management
- Account Management
- Insurance
- Sales Management
- Marketing Strategy
- Financial Advisory
- Executive Management
- Retirement Planning
- Negotiation
- Business Development
- Investments
- Asset Managment
- Alternative Investments
- Asset Allocation
- Wealth Management
- Financial Services
- Private Banking
- Series 7
- Strategic Planning
- Portfolio Management
- Strategic Financial Planning
- Investment Advisory
- Banking
- Ethics
- Capital Markets
- Investment Management
- Asset Management
- Securities
- Sales
- Customer Service
- Operations
- Portfolio Managers
- Recruiting
David Tateosian Summary
- David Tateosian, based in California, United States, is currently a Chief Commercial Officer at Sandro Wealth Management. David Tateosian brings experience from previous roles at Freelance, JPMorgan Chase & Co., Preferred Trade and Fidelity Investments. David Tateosian holds a University of Vermont. With a robust skill set that includes Operations Management, Sales Operations, Analytical Skills, Leadership, Interpersonal Skills and more. David Tateosian has 2 emails and 2 mobile phone numbers on RocketReach.
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