David Wentland's Location
Phoenix, Arizona, United States
David Wentland's Work
- Partner - Portfolio Manager @ Candor Wealth Advisors
- Vice President - Portfolio Manager @ Bank of America
- Assistant Vice President @ Merrill Lynch
- Private Bank Associate @ J.P. Morgan
David Wentland's Education
- Kalamazoo College
Bachelor's degree ( Economics/Business)
2002 - 2006 - Kaplan University
Accelerated Certificate Program for CFP® Certification
2011 - 2012
David Wentland's Skills
- Investments
- Banking
- Mutual Funds
- Portfolio Management
- Fixed Income
- Loans
- Securities
- Wealth Management
- Equities
- Retirement Planning
David Wentland's Summary
David Wentland, based in Phoenix, Arizona, United States, is currently a Partner - Portfolio Manager at Candor Wealth Advisors, bringing experience from previous roles at Bank of America Private Bank, Merrill Lynch and j.p. Morgan. David Wentland holds a 2002 - 2006 Bachelor's degree in Economics/Business @ Kalamazoo College. With a robust skill set that includes Investments, Banking, Mutual Funds, Portfolio Management, Fixed Income and more, David Wentland contributes valuable insights to the industry. David Wentland has 2 emails on RocketReach.
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