David Telles Email & Phone Number
Wealth Manager @ FFEC Wealth Partners
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David Telles Location
- Scottsdale, AZ, US
David Telles Work
- Wealth Manager @ (November 2025 - Present)
- Wealth Manager @ (November 2025 - Present)
- Wealth Manager @ Telles Wealth Advisors (January 2009 - Present)
- Director Wealth Management @ Osaic (August 2023 - November 2025)
- Senior Investment Advisor @ (October 2021 - November 2023)
- Investment Advisor @ (January 2019 - January 2021)
- Registered Representative @ (April 2016 - May 2019)
- Investment Advisor @ (January 2011 - January 2019)
- Investment Specialist @ (January 2011 - April 2016)
- Insurance Agent @ (January 2009 - January 2011)
- Insurance Agent @ (January 2009 - January 2010)
- Assitant Manager @ (September 2006 - July 2009)
- Assistant Manager @ (January 2007 - January 2009)
- Head Server @ Fridays Front Row (January 2006 - January 2007)
- Bar Manager @ (March 2000 - March 2006)
- Customer Service Representative @ (August 2005 - January 2006)
- Head of Hospitality @ (January 2005 - January 2005)
David Telles Education
- Arizona State University
Bachelor of Business Administration - BBA (Business and Social Skills)
2006-2018 - Arizona State University
Bachelor of Business Administration - BBA (Business Administration and Management, General)
2005-2008 - Scottsdale Community College
Bachelor of Business Administration - BBA
2005-2005 - University of Arizona
Pharamacy
2002-2005 - Arizona State University
Bachelor of Arts (Business Administration and Management, General)
- Scottsdale Community College
Associate of Arts (Business Administration and Management, General)
- University of Arizona
David Telles Skills
- Risk Management
- Investment Advisory
- Life Insurance
- Sales
- Customer Service
- Basketball Coaching
- Accounts Payable & Receivable
- Advising Clients
- AutoIt
- BA/BE studies
- BFSI
- Building Business Relationships
- Building Long-term Relationships
- Business Growth Strategies
- Client Follow-Up
- Client Presentation
- Client Prospecting
- Client Relationship Strengthening
- Client Services
- College Funding Strategies
- Communication
- Computer Simulations
- Conference Speaking
- Contact Centers
- Cooking
- Customer Relationship Management (CRM)
- Customer Satisfaction
- Development & implementation of marketing plans
- Dispatchers
- E-money
- Enterprise Manager
- Estate Planning
- External Clients
- Family Wealth Management
- Finance
- Financial Accounting
- Financial Analysis
- Financial Regulations
- Financial Services
- Financially Astute
- First-Time Home Sellers
- Fleet Sales
- HNW
- Helping Clients Succeed
- Honor Guard
- Insurance
- Investment Advisory Services
- Legacies
- Life & Health Licenses
- Manage client expectations
- Managing Multi-Million Dollar Budgets
- Mapping Software
- Marketing
- Monte Carlo Simulation
- Nonprofit Organizations
- People Management
- Personal Care Products
- Personalization
- Planning Software
- Pre-Owned Vehicle Sales
- Pre-development
- Private Clients
- Product Reviews
- Property and Casualty Insurance
- Relationship Marketing
- Reservations
- Retirement Planning
- Scottsdale Real Estate
- Staff Scheduling
- Tax-advantaged Investment Strategies
- Technology Scouting
- Union
- Wealth Accumulation
- Wealth Management Services
- Wealth Preservation
David Telles Summary
- David Telles, based in Scottsdale, AZ, US, is currently a Wealth Manager at FFEC Wealth Partners. David Telles brings experience from previous roles at Cetera Financial Group, Telles Wealth Advisors, Osaic and Centaurus Financial, Inc.®. David Telles holds a 2006 - 2018 Bachelor of Business Administration - BBA in Business and Social Skills @ Arizona State University. With a robust skill set that includes Risk Management, Investment Advisory, Life Insurance, Sales, Customer Service and more. David Telles has 2 emails and 1 mobile phone numbers on RocketReach.
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