Jaclyn David Email & Phone Number
Founding Partner, Director of Relationship Management @ Pereon Wealth
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Jaclyn David Location
- New York, NY, US
Jaclyn David Work
- 2026 -now Founding Partner, Director of Relationship Management @
- 2023 -2026 Client Relationship Specialist @
- 2008 -2015 Wealth Management Professional, Vice President @
- 2004 -2008 Financial Officer @
Jaclyn David Education
- Binghamton University School of Management
Bachelors of Science (Business Management, Concentration in Marketing)
2000-2004
Jaclyn David Summary
- Jaclyn David, based in New York, NY, US, is currently a Founding Partner, Director of Relationship Management at Pereon Wealth. Jaclyn David brings experience from previous roles at Magnus Financial Group LLC, Goldman Sachs and US Trust. Jaclyn David holds a 2000 - 2004 Bachelors of Science in Business Management, Concentration in Marketing @ Binghamton University School of Management. Jaclyn David has 2 emails and 2 mobile phone numbers on RocketReach.
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