David Thompson Email & Phone Number
Managing Director - Branch Director, Senior Portfolio Manager - Portfolio Focus @ RBC Wealth Management Financial Services Inc.
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David Thompson Location
- Newport Beach, CA, US
David Thompson Work
- 2009 -now Managing Director - Branch Director, Senior Portfolio Manager - Portfolio Focus @
- 1998 -2009 Financial Advisor @ Merrill Lynch, a subsidiary of Bank of America
David Thompson Education
- San Diego State University-California State University
BS (Marketing)
1987-1992
David Thompson Skills
- Strategic Planning
- Social Media
- Customer Service
- Financial Analysis
- Team Building
- Estate Planning
- Asset Based Lending
- Series 3
- College Savings Plans
- Series 66
- Series 7
- Retirement Planning
- Wealth Management
- CIMA
- Retail Banking
- Credit Risk
- Investment Advisory
- Team Management
- Operations Management
- Mortgage Lending
- Small Business Lending
- Consumer Lending
- Building Relationships
- Loans
- Banking
- Credit
- Lines of Credit
- Leadership
David Thompson Summary
- David Thompson, based in Newport Beach, CA, US, is currently a Managing Director - Branch Director, Senior Portfolio Manager - Portfolio Focus at RBC Wealth Management. David Thompson brings experience from previous roles at Merrill Lynch, a subsidiary of Bank of America. David Thompson holds a 1987 - 1992 BS in Marketing @ San Diego State University-California State University. With a robust skill set that includes Strategic Planning, Social Media, Customer Service, Financial Analysis, Team Building and more. David Thompson has 2 emails and 1 mobile phone numbers on RocketReach.
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