David Wheeland Email & Phone Number
Financial and Business Consultant @ Independent Financial Consultant
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David Wheeland Location
- Modesto, CA, US
David Wheeland Work
- Financial and Business Consultant @ (February 1979 - Present)
- Financial Consultant and Branch @ Center Street Securities (January 2011 - December 2013)
- Financial Consultant and Branch Manager @ Multi-Financial Securities (January 1999 - January 2011)
- Financial Consultant @ (December 1980 - December 1985)
David Wheeland Education
- Fresno State University
Business
- California State University, Stanislaus
BA (Business)
- Patterson High School
David Wheeland Skills
- 401k
- Asset Management
- Business Development
- Business Planning
- Employee Benefits
- Entrepreneurship
- Estate Planning
- Finance
- Financial Advisory
- Financial Services
- Fixed Annuities
- Insurance
- Investments
- Leadership
- Life Insurance
- Management
- Marketing
- Mutual Funds
- Portfolio Management
- Portfolio Protection
- Protection
- Retirement
- Retirement Income Strategies
- Retirement Planning
- Retirement Plans
- Sales
- Securities
- Series 7
- Small Business
- Strategic Financial Planning
- Wealth
- Wealth Management
- Risk Management
- Sales Management
- Financial Reporting
David Wheeland Summary
- David Wheeland, based in Modesto, CA, US, is currently a Financial and Business Consultant at Financial Services. David Wheeland brings experience from previous roles at Center Street Securities, Multi-Financial Securities and Merrill Lynch. David Wheeland holds a Business @ Fresno State University. With a robust skill set that includes 401k, Asset Management, Business Development, Business Planning, Employee Benefits and more. David Wheeland has 1 emails and 2 mobile phone numbers on RocketReach.
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