David J. Santos
Director, Senior Wealth Manager at BNY
- Role
- Director Senior Pricipal Wealth Manager at Bny at Bny Wealth
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About David J. Santos
Experienced Wealth Manager with a demonstrated history of working in the financial services industry. Skilled in Portfolio Optimization, Securities, Asset Management, Fund Of Funds, and Investment Advisory. Strong finance professional with a MBA focused in Finance from Suffolk University - Sawyer School of Management.
Experience
Director Senior Pricipal Wealth Manager at Bny
Jun 2023 — Present
Education
Suffolk University - Sawyer School of Management
MBA
1984 — 1985
Salem State College
BS
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