David Wulfert Email & Phone Number
Wealth Advisor @ Corus Family Wealth Advisors
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David Wulfert Location
- McKinney, TX, US
David Wulfert Work
- Wealth Advisor @ (August 2025 - Present)
- Client Solutions Specialist @ (August 2024 - August 2025)
- Investment Analyst @ (January 2024 - August 2024)
- Summer Investment Analyst @ (May 2023 - August 2023)
- Business Development and DAV-C Intern @ (May 2022 - August 2022)
- Summer Camp Counselor @ (May 2021 - August 2021)
- Manager and Head of Sales @ (May 2019 - May 2020)
David Wulfert Education
- Dallas Baptist University
Bachelor of Business Administration - BBA (Finance)
2021-2023 - College for Financial Planning
CERTIFIED FINANCIAL PLANNER (CFP®) program
2026
David Wulfert Skills
- Time Management
- Conflict Resolution
- Servant Leadership
- Communication
- Student Counseling
- Dynamo
- Microsoft Excel
- FactSet
- Bloomberg Terminal
- Analytics
- Investments
- Leadership
- Microsoft Office
- Student Outreach
- Team Leadership
- Operations Management
- Cold Calling
- Employee Training
- Data Analysis
- Write-ups
- Microsoft Products
- Team Building
- Team Management
- Investment Management
David Wulfert Summary
- David Wulfert, based in McKinney, TX, US, is currently a Wealth Advisor at Corus Family Wealth Advisors. David Wulfert brings experience from previous roles at HighGround Advisors, High Street Logistics Properties and Sandia National Laboratories. David Wulfert holds a 2021 - 2023 Bachelor of Business Administration - BBA in Finance @ Dallas Baptist University. With a robust skill set that includes Time Management, Conflict Resolution, Servant Leadership, Communication, Student Counseling and more. David Wulfert has 2 emails on RocketReach.
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