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David Wootton Location
California, United States
David Wootton Work
Vice President Financial Advisor @ Wealth Enhancement Group (April 2023 - Present)
Treasurer and Secretary @ (August 2019 - Present)
Senior Wealth Advisor @ (September 2009 - March 2023)
Operations Manager @ (September 2009 - January 2012)
David Wootton Education
UCLA
Bachelor of Arts (B.A.) (Economics)
2005-2009
David Wootton Skills
Analysis
Business Development
Client Relations Skills
Customer Relationship Management (CRM)
Customer Service
Data Analysis
Finance
Financial Analysis
Financial Modeling
Leadership
Mac OS
Management
Marketing
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Technologies
Microsoft Word
Operations Management
Project Management
Public Speaking
Research
Social Media
Strategic Financial Planning
Strategic Planning
Strategy
David Wootton Summary
David Wootton, based in California, United States, is currently a Treasurer and Secretary at Howell Conservation Fund. David Wootton brings experience from previous roles at Wealth Enhancement Group and Equius Partners, Inc.. David Wootton holds a 2005 - 2009 Bachelor of Arts (B.A.) in Economics @ UCLA. With a robust skill set that includes Analysis, Business Development, Client Relations Skills, Customer Relationship Management (CRM), Customer Service and more. David Wootton has 6 emails and 2 mobile phone numbers on RocketReach.
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