David Schulman
Senior Vice President-Business Consultant at John Hancock Investments
- Role
- Senior Wholesaler at John Hancock
- Location
- Trabuco Canyon, CA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About David Schulman
Inside partner John Merrill 80••••••20 x 732958. David covers Orange Co up to the 10…
Experience
Senior Wholesaler
Jan 2005 — Present · Orange County, CA, US
I enjoy working with top advisors in Orange County, CAI love working with Advisors who constantly want to improve and learn new ways to do business and build their book with introductions and referrals.
Skills
- Asset Allocation
- Mutual Funds
- Portfolio Management
- Financial Advisory
- Financial Planning
- Asset Management
- Retirement Planning
- Retirement
- Wealth Management
- Financial Services
- 401(K) Retirement Savings Plans
- Finance
- 401k
- Fixed Annuities
- Securities
- Investment Advisory
- Alternative Investments
- Series 7
- Series 63
- Investments
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