David Tawil Email & Phone Number
Founding Partner, Managing Director @ Private Wealth Asset Management
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David Tawil Location
- San Antonio, TX, US
David Tawil Work
- Founding Partner, Managing Director @ (October 2021 - Present)
- Sr. Vice President, Regional Investment Manager @ (January 2021 - October 2021)
- Sr. Vice President, Regional Manager - Investments and Fiduciary Services @ (January 2015 - January 2021)
- Vice President, Regional Investment Manager @ (May 2010 - December 2014)
- Vice President, Sr. Investment Manager @ (February 2006 - May 2010)
- AVP, Regional Investment Manager @ (December 2004 - January 2006)
- AVP, Portfolio Manager II - Team Leader @ (January 2004 - December 2004)
- Portfolio Manager I @ (May 2002 - January 2004)
- Associate Portfolio Manager @ (May 2000 - May 2002)
- Commercial Lending @ (June 1998 - August 1998)
- Associate @ Groos Bank, N.A. (June 1995 - May 1996)
David Tawil Education
- Texas State University
Bachelor of Business Administration (Finance)
David Tawil Skills
- 401(k) Retirement Savings Plans
- Alternative Investments
- Asset Allocation
- Asset Management
- Banking
- Commercial Lending
- Family Wealth Management
- Finance
- Financial Advisory
- Financial Analysis
- Financial Goals
- Financial Planning
- Financial Services
- Investment Advisory
- Investment Banking
- Investment Management
- Investment Strategies
- Investment Strategies
- Investments
- Management
- Mutual Funds
- Portfolio Management
- Private Banking
- Retirement Income Strategies
- Retirement Planning
- Securities
- Separately Managed Accounts
- Strategic Financial Planning
- Strategic Investment
- Strategy
- Teamwork
- Trusts
- Wealth Management
- Wealth Management Services
- Wealth Management Services
David Tawil Summary
- David Tawil, based in San Antonio, TX, US, is currently a Founding Partner, Managing Director at Private Wealth Asset Management. David Tawil brings experience from previous roles at Wells Fargo Private Bank. David Tawil holds a Bachelor of Business Administration in Finance @ Texas State University. With a robust skill set that includes 401(k) Retirement Savings Plans, Alternative Investments, Asset Allocation, Asset Management, Banking and more. David Tawil has 2 emails and 2 mobile phone numbers on RocketReach.
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