David Wick Email & Phone Number
Executive Vice President Investment Services Director HTLF Investment Services @ HTLF
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David Wick Location
- Dubuque, IA, US
David Wick Work
- 1998 -now Executive Vice President Investment Services Director HTLF Investment Services @
- 1994 -1997 Vice President @ Citizens Financial Group
- 1992 -1994 Vice President @ Fleet Financial Group
- 1987 -1992 VP @
David Wick Education
- Pennsauken High School
- University of Dubuque
Bachelor of Arts (B.A.) (Educational Leadership and Administration, General)
David Wick Skills
- Investments
- Mutual Funds
- Series 7
- Fixed Annuities
- Retirement Planning
- Strategic Financial Planning
- Securities
- Wealth Management
- Asset Managment
- Portfolio Management
- Financial Services
- Banking
- Strategic Planning
- Risk Management
- Investment Management
- Investment Strategies
- Credit
- Sales
- Asset Management
- FINRA
- Finance
- Credit Risk
- Life Insurance
- Small Business
- Investment Advisory
- Change Management
- Asset Allocation
- Equities
- Relationship Management
- Leadership
- Fixed Income
- Credit Analysis
- Financial Risk
- Employee Benefits
- 401k
- Retirement
- Salesforce.com
- Mortgage Lending
- Hedge Funds
- Analysis
- Alternative Investments
- Insurance
- Loans
- Financial Modeling
- Management
- Financial Analysis
- Series 6
- Executive Management
- Financial Advisory
- Mergers & Acquisitions
- Public Speaking
- Strategy
- Microsoft Office
- Marketing
- Marketing Strategy
- Mergers and Acquisitions
David Wick Summary
- David Wick, based in Dubuque, IA, US, is currently a Executive Vice President Investment Services Director HTLF Investment Services at Heartland Financial USA, Inc.. David Wick brings experience from previous roles at Citizens Financial Group, Fleet Financial Group and BankBoston. David Wick holds a Pennsauken High School. With a robust skill set that includes Investments, Mutual Funds, Series 7, Fixed Annuities, Retirement Planning and more. David Wick has 3 emails on RocketReach.
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