David Winslow Email & Phone Number
Managing Director @ Choreo
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David Winslow Location
- Charlotte, NC, US
David Winslow Work
- 2022 - now Managing Director @
- 2018 - 2022 Principal @ RSM US LLP
- 2007 - 2022 Director @ RSM US Wealth Management LLC
- 2002 - 2007 Financial Advisor @
- 1998 - 2002 Financial Advisor @
- 1994 - 1998 Branch Sales Manager @
David Winslow Education
- Wake Forest University
BA (History)
1989 - 1993 - Wake Forest University
Bachelor of Arts (B.A.)
1989 - 1993
David Winslow Skills
- Networking
- Microsoft Office
- Tax
- Fee
- Financial Goals
- Long Term Care
- Retail
- Market Share
- IRAs
- High Net Worth Individuals
- Art
- Career Development
- 401k
- Customer Satisfaction
- Referrals
- Portfolio
- CRM
- Strategy
- Regional Marketing
- Piloting
- Financial Planners
- Marketing
- Money Management
- Insurance
- Management
- Retirement
- Series 7
- History
- Operations
- Asset Managment
- Net
- System
- High Touch
- Estate Planning
- 24 Licenses
- Holland
- Loans
- Sales Management
- Market
- Asset Management
- Wealth Management
- Sage Act
- Work Ethic
- Merrill Lynch
- Credit
- Training
- Asset Allocation
- Consumer
- Sales
- Serving
- Business Development
- Computer Proficiency
- Mortgage Lending
- Finance
- Corporate Training
- Investments
- Marketing Strategy
- Project Management
- Investment Management
- Retirement Planning
- Coaching
- PowerPoint
- Customer Service
- Budgets
- Planning Software
- Tax Planning
- Insurance Planning
- Charlotte
- Trusts
- Trade Unions
- Mergers and Acquisitions
- Strategic Financial Planning
- Investment Advisory
- Financial Analysis
- Microsoft Word
- Affluent
- Curriculum Design
- Analysis
- Calling
- Due Diligence
- Microsoft Excel
- Data Driven Testing
- Well Rounded
- Financial Advisory
- Stock Option
- Health Insurance
- Mutual Funds
- Forest
- Project Planning
- Life Insurance
- Morningstar
- Certified Financial Planner
- Branches
- Mentoring
- Staff Development
- Professional Designations
- Alternative Investments
- Financial Services
- Overseeing
- Business Services
- System Monitoring
David Winslow Summary
- David Winslow, based in Charlotte, NC, US, is currently a Managing Director at Choreo. David Winslow brings experience from previous roles at RSM US LLP, RSM US Wealth Management LLC, Cherry, Bekaert & Holland and Merrill Lynch. David Winslow holds a 1989 - 1993 BA in History @ Wake Forest University. With a robust skill set that includes Networking, Microsoft Office, Tax, Fee, Financial Goals and more. David Winslow has 4 emails and 1 mobile phone numbers on RocketReach.
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Top Choreo Employees
Jason van de Loo
Chief Executive Officer
Charlotte, NC, US
Roger Ochs
Board Member
Dallas, TX, US
Tony Spano
Managing Director
Potomac, MD, US
Molly McMillin
Chief Financial Officer
Charlotte, NC, US
Nick Bertozzi
Managing Director
Midlothian, VA, US
Conor Meehan
Managing Director - Mergers and Acquisitions
Los Angeles, CA, US
Jim Decota
Managing Director
Petaluma, CA, US
Marissa Fox-Foley
Chief Marketing Officer
Boston, MA, US
Michael Rittershaus
Chief Service Officer
Omaha, NE, US
Brittany Abbate
SVP, Advisor Growth Marketing
Denver, CO, US
Larry Miles
Executive Vice President
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Matthew Gotlin
Chief Investment Officer, Managing Director
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