Roland David Email & Phone Number
Senior Vice President @ Dana Investment Advisors
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Roland David Location
- Paoli, PA, US
Roland David Work
- Senior Vice President @ (January 2008 - Present)
- Financial Consultant @ Wasserman & Associates LLC (January 2002 - December 2007)
- Senior Vice President of Marketing and Asset Management Strategist @ Nvest (January 1999 - January 2001)
- Principal and Managing Director @ Ias-Insurance Advisory Services (January 1995 - January 1999)
- Senior Vice President of Marketing and Asset Management Strategist @ (January 1989 - January 1995)
- Investment Officer and Manager of Investments @ Colonial Life (January 1985 - January 1989)
- Financial Consultant and Tax-Advantaged Specialist @ (January 1980 - January 1984)
Roland David Education
- University of South Carolina
(Marketing)
Roland David Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Bloomberg
- Cash Flow
- Cash Management
- Equities
- Finance
- Financial Analysis
- Financial Risk
- Financial Services
- Fixed Income
- Insurance
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Strategy
- Tax
- Wealth Management
Roland David Summary
- Roland David, based in Paoli, PA, US, is currently a Senior Vice President at Dana Investment Advisors. Roland David brings experience from previous roles at Wasserman & Associates LLC, Nvest, Ias-Insurance Advisory Services and Sei. Roland David holds a University of South Carolina. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Bloomberg and more. Roland David has 2 emails and 1 mobile phone numbers on RocketReach.
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