If you need more lookups,
subscriptions start at $34 USD/month.
David Zook Location
San Ramon, CA, US
David Zook Work
2008 -now Financial Advisor @
David Zook Education
Saint Mary's College of California
Bachelor's degree (Finance and Financial Management Services)
2002-2006
St. Mary's College of California
Bachelor of Science (Business / Finance)
2002-2006
David Zook Skills
Strategic Financial Planning
Investment Management
Series 7
FINRA
Risk Management
Retirement Planning
Estate Planning
Wealth Management
Mutual Funds
Investments
Wealth Accumulation
Investment Strategies
Disability Insurance
Alternative Investments
Life Insurance
Portfolio Management
Financial Planners
Series 65
Investment Advisory
Financial Modeling
Insurance
Financial Services
Securities
Retirement
Finance
Wealth
Management
Financial Analysis
Strategic Planning
Financial Planning
Leadership
Public Speaking
Project Management
Customer Service
Research
Sales
Quality Assurance
David Zook Summary
David Zook, based in San Ramon, CA, US, is currently a Financial Advisor at David White & Associates. David Zook holds a 2002 - 2006 Bachelor's degree in Finance and Financial Management Services @ Saint Mary's College of California. With a robust skill set that includes Strategic Financial Planning, Investment Management, Series 7, FINRA, Risk Management and more. David Zook has 4 emails and 2 mobile phone numbers on RocketReach.
Looking for a different David Zook?
Find contact details for 700 million professionals.