David Waldo Email & Phone Number
Director, Workplace Benefits Specialist @ Bank of America Merrill Lynch
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
David Waldo Location
- Glastonbury, CT, US
David Waldo Work
- Director, Workplace Benefits Specialist @ (June 2024 - Present)
- Vice President, Employee Benefits Specialist @ (January 2020 - Present)
- Vice President, Retirement Plan Specialist @ (January 2011 - January 2020)
- President @ Private Wealth Consulting Group, LLC (January 2010 - January 2011)
- Market Director @ (January 2008 - January 2009)
- Regional Sales Manager, Speciality Asset Management Group @ (January 2006 - January 2008)
- Sr. VP Director, Wealth Strategies Group @ (January 2002 - January 2006)
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 Director, 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 4 mobile phone numbers on RocketReach.
Looking for a different David Waldo?
Find contact details for 700 million professionals.
Others Named David Waldo
David Waldo
Vice President Information Technology
Austin, TX, US
David Waldo
Director, Workplace Benefits Specialist
Glastonbury, CT, US
David Waldo
Director-Chief of Staff, Business Operations
Dallas, TX, US
David Waldo
District Director
Saint Paul, MN, US
David Waldo
CEO
Nyssa, OR, US
David Waldo
IT Manager
Austin, TX, US
David Waldo
Chairman of the Board and Co-Founder
Minneapolis, MN, US
David Waldo
Aeroelastic Engineer
Bandung, ID
Top Bank of America Merrill Lynch Employees
Sudhir Sharma
Senior Vice President - Global Payments Fraud Detection
Charlotte, NC, US
Colin Cheek
Managing Director
Charlotte, NC, US
Raymond Wood
Chairman, Natural Resources and Energy Transition
New York, NY, US
Jeff Standish
Managing Director
Charlotte, NC, US
Karim Assef
Chairman of Global Investment Banking
Westport, CT, US
Bryan Kearns
Managing Director
Charlotte, NC, US
James Dallas
Managing Director
Charlotte, NC, US
Brian Fox
Managing Director - Global Markets Credit
Charlotte, NC, US
Taryn Thompson
COO, Global Markets
Charlotte, NC, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co