David Wurtz Email & Phone Number
Associate Director @ ACA Compliance Group
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David Wurtz Location
- Columbus, OH, US
David Wurtz Work
- Associate Director @ (June 2022 - Present)
- Associate Director @ (January 2022 - June 2022)
- Senior Compliance Analyst @ (January 2017 - January 2022)
- Compliance Analyst @ (August 2007 - January 2017)
- Senior Compliance Analyst @ (September 2005 - August 2007)
- Dealer Service Associate @ (February 2000 - September 2005)
- Shareholder Service Associate @ (May 1998 - February 2000)
David Wurtz Education
- Ohio Dominican University
Bachelor Of Arts (Business Administration)
1992-1996
David Wurtz Skills
- AML
- Alternative Investments
- Asset Allocation
- Asset Management
- Banking
- ETFs
- Equities
- FINRA
- Financial Analysis
- Financial Services
- Fixed Annuities
- Fund Accounting
- Hedge Funds
- Insurance
- Investment Advisory
- Investment Management
- Investments
- Mutual Funds
- Portfolio Management
- Retirement
- Retirement Planning
- Risk Management
- Securities
- Securities Regulation
- Separately Managed Accounts
- Series 24
- Series 6
- Series 63
- Series 7
- Uniform Combined State Law
- Wealth Management
- Leadership
- Public Speaking
- Process Improvement
- Strategic Planning
- Strategy
- Sales Management
- Analysis
David Wurtz Summary
- David Wurtz, based in Columbus, OH, US, is currently a Associate Director at ACA Group. David Wurtz brings experience from previous roles at Foreside Financial Group, LLC and BISYS Fund Services. David Wurtz holds a 1992 - 1996 Bachelor Of Arts in Business Administration @ Ohio Dominican University. With a robust skill set that includes AML, Alternative Investments, Asset Allocation, Asset Management, Banking and more. David Wurtz has 2 emails and 1 mobile phone numbers on RocketReach.
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