David Waldo Email & Phone Number

Senior Vice President Workplace Benefits Specialist @ Bank of America Merrill Lynch

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David Waldo Location

Glastonbury, CT, US

David Waldo Work

2024 - now Senior Vice President Workplace Benefits Specialist @ Bank of America Merrill Lynch
2020 - now Vice President, Employee Benefits Specialist @ Bank of America Merrill Lynch
2011 - 2020 Vice President, Retirement Plan Specialist @ Bank of America Merrill Lynch
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2010 - 2011 President @ Private Wealth Consulting Group, LLC
2008 - 2009 Market Director @ Bank of America
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2006 - 2008 Regional Sales Manager, Speciality Asset Management Group @ U.S. Trust
2002 - 2006 Sr. VP Director, Wealth Strategies Group @ Advest, Inc.

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David Waldo Education

Capital University Law School
JD (Law)
1994 - 1998
Western Connecticut State University
BA (Communications)
1981 - 1987
Danbury High

David Waldo Skills

Securities
Estate Planning
Investments

Retirement Planning
Insurance
Series 7
Mutual Funds
Asset Management
Series 63
Wealth Management

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David Waldo Summary

David Waldo, based in Glastonbury, CT, US, is currently a Senior Vice President Workplace Benefits Specialist at Bank of America Merrill Lynch. David Waldo brings experience from previous roles at Bank of America Merrill Lynch, Private Wealth Consulting Group, LLC and Banc of America Investments. David Waldo holds a 1994 - 1998 JD in Law @ Capital University Law School. With a robust skill set that includes Securities, Estate Planning, Investments, Retirement Planning, Insurance and more. David Waldo has 2 emails and 2 mobile phone numbers on RocketReach.

David Waldo Emails

Found 2 emails

David Waldo Phone Numbers

Found 6 phone numbers

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David Waldo

Senior Vice President Workplace Benefits Specialist at Bank of America Merrill Lynch

Glastonbury, CT, US
2
- hotmail.com
- gmail.com
5+
- +1 614-939-XXXX
- +1 614-268-XXXX
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David Waldo

Director-Chief of Staff, Business Operations at AT&T

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4
- gmail.com
- yahoo.com
- att.com
- bellsouth.net
5+
- +1 312-286-XXXX
- +1 336-744-XXXX
- +1 612-333-XXXX
- +1 508-429-XXXX
- +1 508-873-XXXX
- +1 508-395-XXXX
David Waldo

District Director at Crane Worldwide Logistics

Saint Paul, MN, US
1
- craneww.com
3
- +1 651-333-XXXX
- +1 612-860-XXXX
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David Waldo

IT Manager at Emerson Automation Solutions

Austin, TX, US
1
- emerson.com
3
- +1 512-363-XXXX
- +1 512-832-XXXX
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David Waldo

Chairman of the Board and Co-Founder at Private Bank Minnesota

Minneapolis, MN, US
3
- +1 612-305-XXXX
- +1 612-309-XXXX
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