David White Email & Phone Number
EVP and Registered Principal @ Investment Management Consultants
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David White Location
- Salt Lake City, UT, US
David White Work
- 2006 -now EVP and Registered Principal @
- 2002 -2006 Independent Financial Advisor @
- 1995 -2002 Independent Financial Advisor @
David White Education
- University of Utah - David Eccles School of Business
Bachelor of Science (Honors Degree in Accounting)
1990-1995 - University of Utah
BS (Honors in Accounting)
1990-1995
David White Skills
- Registered Investment Advisor
- Tactical Asset Allocation
- Retirement Planning
- Strategic Financial Planning
- Portfolio Management
- Series 7
- AIF
- Investments
- Securities
- Asset Allocation
- Alternative Investments
- Wealth Management
- Financial Advisory
- Wealth
- 401k
- Investment Advisory
- Insurance
- Wealth Accumulation
- Asset Management
- 401k Rollovers
- Retirement Plan Consulting
- Retirement
- Mutual Funds
- FINRA
- Wealth Preservation Strategies
- Series 65
- Asset Managment
- Financial Planning
- Retirement Plan Distribution
- Retirement Income Strategies
- Finance
- Investment Strategies
- Estate Planning
- Financial Services
- Public Speaking
- Sales
- Strategic Planning
- Strategy
- Management
- Hospitals
David White Summary
- David White, based in Salt Lake City, UT, US, is currently a EVP and Registered Principal at Investment Management Consultants. David White brings experience from previous roles at First Western Advisors and Securities America, Inc. Member FINRA/SIPC. David White holds a 1990 - 1995 Bachelor of Science in Honors Degree in Accounting @ University of Utah - David Eccles School of Business. With a robust skill set that includes Registered Investment Advisor, Tactical Asset Allocation, Retirement Planning, Strategic Financial Planning, Portfolio Management and more. David White has 2 emails and 2 mobile phone numbers on RocketReach.
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