David Therrien Email & Phone Number
Vice President, Compliance Senior Manager at Capital Group @ FocusPoint Private Capital Group
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David Therrien Location
- Upland, CA, US
David Therrien Work
- Vice President, Compliance Senior Manager at Capital Group @ (December 2022 - Present)
- Vice President, Managed Services Senior Manager @ (May 2017 - March 2023)
- Senior Campaign Manager @ (October 2014 - May 2017)
- Campaign Manager @ (February 2014 - September 2014)
- Investment Communications Manager @ (November 2007 - January 2014)
- Marketing and Sales Specialist @ (June 2002 - October 2007)
- Senior Dealer Services Representative @ (August 1998 - May 2002)
David Therrien Education
- Arizona State University
Bachelor of Science (B.S.) (Finance, General)
1993-1997
David Therrien Skills
- Investments
- Mutual Funds
- Asset Allocation
- Asset Management
- Equities
- FINRA
- Finance
- Financial Services
- Fixed Income
- IRAs
- Retirement Planning
- Securities
- Series 6
- Series 63
- Series 7
- Microsoft Excel
- Financial Analysis
- Marketing
- Customer Service
- Sales
David Therrien Summary
- David Therrien, based in Upland, CA, US, is currently a Vice President, Compliance Senior Manager at Capital Group at Capital Group. David Therrien brings experience from previous roles at Capital Group | American Funds, Capital Group and American Funds. David Therrien holds a 1993 - 1997 Bachelor of Science (B.S.) in Finance, General @ Arizona State University. With a robust skill set that includes Investments, Mutual Funds, Asset Allocation, Asset Management, Equities and more. David Therrien has 2 emails and 5 mobile phone numbers on RocketReach.
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