David Ward Email & Phone Number
Financial Advisor, Managing Director and Founder @ North Point Wealth Management
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David Ward Location
- Atlanta, GA, US
David Ward Work
- 2009 -now Financial Advisor, Managing Director and Founder @
- 2002 -2008 Financial Planner @
- 1997 -2002 Financial Planner @
- 1989 -1996 Marketing and Sales @ General Electric Capital
- 1988 -1989 Financial Analyst @ Northern Telecom
- 1984 -1986 Plant Engineer @
David Ward Education
- University of South Carolina
MBA (Finance & Real Estate)
1986-1988 - Darla Moore School of Business at the University of South Carolina
MBA (Finance & Real Estate)
1986-1988 - Michigan State University
BS (Engineering)
1979-1984
David Ward Skills
- 401k Rollovers
- Estate Planning
- Retirement Planning
- Investments
- Financial Planning
- Securities
- Asset Management
- 401k
- Financial Services
- Strategic Financial Planning
- Asset Allocation
- Wealth Management Services
- Finance
- Strategy
- Portfolio Management
- Investment Management
- Personal Finance
- Wealth Management
- FINRA
- Mutual Funds
- Investment Strategies
- Alternative Investments
- Series 63
- Financial Planners
- Retirement
- Investment Advisory
- Series 7
- Valuation
- Fixed Annuities
- Private Equity
- Life Insurance
- Equities
- Insurance
- Venture Capital
- Small Business
- Long-term Care
- Executive Management
- Mergers & Acquisitions
- Due Diligence
- Relationship Management
- Financial Analysis
- Marketing Strategy
- Analysis
- Mergers and Acquisitions
- Planning
- Strategic Financial
- Project Management
- Management
- Strategic Planning
- Communication
- Continuous Improvement
- Long Term Care
David Ward Summary
- David Ward, based in Atlanta, GA, US, is currently a Financial Advisor, Managing Director and Founder at North Point Wealth Management. David Ward brings experience from previous roles at Ameriprise Financial (formerly American Express Financial Advisors), American Express Financial Advisors, General Electric Capital and Northern Telecom. David Ward holds a 1986 - 1988 MBA in Finance & Real Estate @ University of South Carolina. With a robust skill set that includes 401k Rollovers, Estate Planning, Retirement Planning, Investments, Financial Planning and more. David Ward has 3 emails and 2 mobile phone numbers on RocketReach.
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