David Winslow's Location
Charlotte, NC, US
David Winslow's Work
- Partner Advisor @ Choreo
- Principal @ RSM US LLP
- Director @ RSM US Wealth Management LLC
- Financial Advisor @ Cherry Bekaert
- Financial Advisor @ Merrill Lynch
- Branch Sales Manager @ Wells Fargo
David Winslow's Education
- Wake Forest University
BA (History)
1989 - 1993 - Wake Forest University
Bachelor of Arts (B.A.)
1989 - 1993
David Winslow's Skills
- Networking
- Microsoft Office
- Tax
- Fee
- Financial Goals
- Long Term Care
- Retail
- Market Share
- IRAs
- High Net Worth Individuals
David Winslow's Summary
David Winslow, based in Charlotte, NC, US, is currently a Partner Advisor at Choreo, bringing 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 contributes valuable insights to the industry. David Winslow has 5 emails and 1 mobile phone number on RocketReach.
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