Jerry David Email & Phone Number
Founder and CEO @ Prescient Financial Solutions
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Jerry David Location
- United States
Jerry David Work
- 1999 -now Founder and CEO @
Jerry David Education
- University of Wisconsin-Milwaukee
B.S (Mechanical Engineering)
- Marquette University
MBA
Jerry David Skills
- Consulting
- Creative Problem Solving
- Motivation
- Coaching
- Accountability
- Integrity
- Leadership
- Business Decision Making
- Critical Thinking
- Business Planning
- Wealth Management Services
- Strategic Financial Planning
- Wealth Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Management
- Series 7
- Finance
- Sales
- Team Building
- Business plan
- Insurance
- Portfolio Management
- Process Improvement
- Strategic Planning
- Strategy
- Microsoft Office
- Cross Functional Team Leadership
- Customer Service
- Wealth
Jerry David Summary
- Jerry David, based in United States, is currently a Founder and CEO at Prescient Financial Solutions . Jerry David holds a B.S in Mechanical Engineering @ University of Wisconsin-Milwaukee. With a robust skill set that includes Consulting, Creative Problem Solving, Motivation, Coaching, Accountability and more. Jerry David has 2 emails and 3 mobile phone numbers on RocketReach.
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Top Prescient Financial Solutions Employees
Jerry David
Founder and CEO
United States
Michael Ribar
Private Wealth Advisor
Milwaukee, WI, US
Trevor Nargis
Portfolio Manager
Milwaukee, WI, US
Jerrod Walton
Investment Analyst
Milwaukee, WI, US
Brandon Hofmann
Director of Investments
United States
Melissa Erie
Client Service Coordinator
Cudahy, WI, US
Camylle Lapp
Financial Analyst Intern
New Berlin, WI, US
Matt Jablonski
Partner, President and Private Wealth Advisor
Milwaukee, WI, US
Tyler Shea
Investment Operations Associate
Milwaukee, WI, US
Stephen Owen
Private Wealth Advisor
Milwaukee, WI, US
Tino Arvanetes
Director of Growth and Engagement
Franklin, WI, US
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