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 @
- 2020 -now Vice President, Employee Benefits Specialist @
- 2011 -2020 Vice President, Retirement Plan Specialist @
- 2010 -2011 President @ Private Wealth Consulting Group, LLC
- 2008 -2009 Market Director @
- 2006 -2008 Regional Sales Manager, Speciality Asset Management Group @
- 2002 -2006 Sr. VP Director, Wealth Strategies Group @
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
- Strategic Financial Planning
- Financial Services
- 401k
- Asset Allocation
- Banking
- Financial Planning
- Retirement
- Strategic Financial
- Customer Service
- Marketing Communications
- Social Media
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 1 mobile phone numbers on RocketReach.
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