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
- 2011 -now First Vice President - Investments; Sr. PIM Portfolio Manager @
- 1993 -2011 First Vice President - Wealth Management; Portfolio Manager @
- 1989 -1993 Financial Consultant @
- 1988 -1989 Sr. Account Executive @ Royce Park Investments
- 1978 -1987 Regional Supervisor @ Brown Group
David Todd Education
- Pensacola State College
(Economics & Finance)
1976-1979 - Pensacola Christian Academy 1965-1976
David Todd Skills
- Retirement Planning
- Investments
- Mutual Funds
- Alternative Investments
- Securities
- Investment Strategies
- Retirement
- Financial Advisory
- Asset Allocation
- Equities
- Fixed Annuities
- ETFs
- IRAs
- 401k
- 401k Rollovers
- Variable Annuities
- Financial Services
- Hedge Funds
- Retirement Plan Consulting
- Life Insurance
- Financial Markets
- Long-term Care
- Bonds
- 529 Plans
- Capital Markets
- Trading
- Estate Investment Planning
- Wealth Accumulation Strategies
- Wealth Preservation Planning
- Fixed Income 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 Pensacola State College. With a robust skill set that includes Retirement Planning, Investments, Mutual Funds, Alternative Investments, Securities and more. David Todd has 2 emails and 2 mobile phone numbers on RocketReach.
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