David Zane Email & Phone Number
AVP Financial Consultant @ The Peoples Bank
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David Zane Location
- New Castle, DE, US
David Zane Work
- AVP Financial Consultant @ (June 2026 - Present)
- Personal Financial Representative @ (May 2024 - February 2026)
- Vice President Financial Consultant @ SB Advisory LLC (April 2023 - June 2024)
- Assistant Vice President- Financial Advisor @ (July 2011 - January 2023)
- Senior Financial Associate and Advisor @ (April 2008 - July 2011)
- Financial Advisor @ (January 2007 - March 2008)
- Senior Credit Analyst @ (January 1993 - January 2006)
David Zane Education
- University of Delaware
Certificate in Financial Planning (Financial Planning)
2007-2007 - University of Delaware
Bachelor of Arts (B.A.) (International Relations and Affairs)
1983-1989 - Saint Mark's High School-Newark De 1979-1983
David Zane Skills
- Account Administration
- Account Management
- Advertising
- Analytical Skills
- Asset Allocation
- Asset Management
- Banking
- Business Analysis
- Client Relations
- Client Services
- Communication
- Credit
- Customer Relationship Management (CRM)
- Customer Service
- Finance
- Financial Advisory
- Financial Analysis
- Financial Data Analysis
- Financial Planning
- Financial Reporting
- Financial Services
- Financial Statements
- Insurance
- Insurance Planning
- Insurance Sales
- Interpersonal Skills
- Investment Advisory
- Investment Management
- Investment Portfolios
- Investment Research
- Investment Strategies
- Investments
- Leadership
- Life Insurance
- Microsoft Excel
- Planning Advice
- Portfolio Management
- Portfolio Risk Management
- Problem Solving
- Relationship Building
- Retirement Planning
- Risk Management
- Sales
- Sales Management
- Sales Strategy
- Securities
- Series 7
- Strategy
- Technical Execution
- Trading
- Wealth Management
- Wealth Management Services
- Working Experience
- Credit Risk
- Underwriting
- Fixed Income
- Financial Risk
- Business Development
- Product Management
David Zane Summary
- David Zane, based in New Castle, DE, US, is currently a AVP Financial Consultant at Peoples Powered by Hanscom Federal Credit Union. David Zane brings experience from previous roles at Allstate Financial Services, LLC, SB Advisory LLC, PNC Investments and RBC Wealth Management. David Zane holds a 2007 - 2007 Certificate in Financial Planning in Financial Planning @ University of Delaware. With a robust skill set that includes Account Administration, Account Management, Advertising, Analytical Skills, Asset Allocation and more. David Zane has 1 emails and 3 mobile phone numbers on RocketReach.
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