David Todd Email & Phone Number
First Vice President - Investments; Sr. PIM Portfolio Manager @ Wells Fargo Advisors
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David Todd Location
- Peoria, AZ, US
David Todd Work
- First Vice President - Investments; Sr. PIM Portfolio Manager @ (February 2011 - Present)
- First Vice President - Wealth Management; Portfolio Manager @ (April 1993 - February 2011)
- Financial Consultant @ (August 1989 - April 1993)
- Sr. Account Executive @ Royce Park Investments (January 1988 - July 1989)
- Regional Supervisor @ Brown Group (January 1978 - January 1987)
David Todd Education
- Pensacola State College
Economics & Finance
1976-1979 - Pensacola Christian Academy 1965-1976
David Todd Skills
- 401k
- 529 Plans
- Alternative Investments
- Asset Allocation
- Capital Markets
- Equities
- Estate Investment Planning
- Financial Advisory
- Financial Markets
- Financial Services
- Fixed Annuities
- Fixed Income Strategies
- IRAs
- Investment Strategies
- Investments
- Life Insurance
- Long-term Care
- Retirement
- Retirement Plan Consulting
- Retirement Planning
- Securities
- Trading
- Wealth Preservation Planning
- Mutual Funds
- ETFs
- 401k Rollovers
- Variable Annuities
- Hedge Funds
- Bonds
- Wealth Accumulation Strategies
- Leadership
- Fixed Income
- Sales
- Portfolio Management
- Business Development
- Wealth Management Strategies
- Sales Management
- High Net Worth Individuals
- Microsoft Office
- Options Strategies
- Long Term Care
- Wealth
- Management
- Life And Health Insurance Licenses
- Investment Management
David Todd Summary
- David Todd, based in Peoria, AZ, US, is currently a First Vice President - Investments; Sr. PIM Portfolio Manager at Wells Fargo Advisors. David Todd brings experience from previous roles at Morgan Stanley Smith Barney, Merrill Lynch, Royce Park Investments and Brown Group. David Todd holds a 1976 - 1979 Economics & Finance @ Pensacola State College. With a robust skill set that includes 401k, 529 Plans, Alternative Investments, Asset Allocation, Capital Markets and more. David Todd has 2 emails and 2 mobile phone numbers on RocketReach.
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