David Wood Email & Phone Number
Financial Advisor @ Boston Harbor Wealth Advisors
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David Wood Location
- Westborough, MA, US
David Wood Work
- Financial Advisor @ (May 2022 - Present)
- Senior Edward Jones Regional Consultant @ (January 2016 - May 2022)
- Regional Sales Representative @ (June 2013 - December 2015)
- Inbound Sales Representative @ (October 2012 - May 2013)
- Client Services Representative @ (September 2010 - September 2012)
David Wood Education
- Boston University
Master of Business Administration (MBA) (Strategy & Innovation/ Entrepreneurship)
2015-2017 - Providence College
Bachelor's degree (Management)
- Providence College
Bachelor of Science - BS (Business Administration and Management, General)
David Wood Skills
- Marketing
- Investments
- Customer Service
- Sales
- PowerPoint
- Management
- Mutual Funds
- Leadership
- Financial Analysis
- Social Media Marketing
- Finance
- Salesforce.com
- Series 63
- Financial Services
- Securities
- Equities
- Team Leadership
- Fixed Income
- Data Analysis
- Social Networking
- Relationship Management
- Microsoft Excel
- Microsoft Office
- Microsoft Word
David Wood Summary
- David Wood, based in Westborough, MA, US, is currently a Financial Advisor at Boston Harbor Wealth Advisors. David Wood brings experience from previous roles at MFS Investment Management. David Wood holds a 2015 - 2017 Master of Business Administration (MBA) in Strategy & Innovation/ Entrepreneurship @ Boston University. With a robust skill set that includes Marketing, Investments, Customer Service, Sales, PowerPoint and more. David Wood has 2 emails and 2 mobile phone numbers on RocketReach.
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