David Ellman
Financial Advisor at Wells Fargo Advisors Passionate about serving families and enhancing lives as a Financial Specialist. Basketball and fitness enthusiast.
- Role
- Financial Advisor, Vice President - Investments at Wells Fargo Advisors
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About David Ellman
David has served clients in the financial services industry for over 30 years. He is…
Experience
Financial Advisor, Vice President - Investments
Jul 2025 — Present · Concord, CA, US
Education
San Diego State University-California State University
BS
Golden Gate University
MBA
Harvard University
Executive Education, Certificate Program
Skills
- Wealth Management Services
- Ca Life, Accident & Health Insurance Agent
- Finance
- Real Estate
- Relationship Management
- Commercial Lending
- California Licensed Real Estate Broker
- Securities
- Mortgage Banking
- Dale Carnegie Sales Advantage
- Retirement Planning
- Finra
- Investments
- Asset Management
- Residential Mortgages
- Financial Advisory
- Credit Analysis
- Private Banking
- Cash Management
- Financial Planning
- Strategic Financial Planning
- Toastmasters - Competent Toastmaster (Ctm)
- Retail Banking
- Series 7
- Series 66
- Series 26
- Wealth Management
- Risk Management
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