David Mussat
Director of Operations @Interchecks
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WORK HISTORY
Director of Operations @Interchecks
Tampa, FL, US
EDUCATION
University of Florida
Bachelor of Science (B.S.), Business Administration and Management, General
University of Florida
Bachelor of Science (B.S.), Radio, Television, and Digital Communication
SKILLS
ABOUT DAVID MUSSAT
As a Portfolio Counselor at Fisher Investments, I provide tailored investment advice and guidance to high-net-worth clients across the US. I leverage my financial planning and sales skills to build trust, rapport, and long-term relationships with my clients and help them achieve their financial goals.With over 9 years of experience in the financial services industry, I have developed a strong consulting profile and a proven track record of delivering results. I have progressed from an Client Operations Manager, to Investment Counselor to a Group Manager, where I led a team of 12 counselors and oversaw the operations and projects of the department, to my current role as a Portfolio Counselor, where I handle more complex and challenging client portfolios. I am passionate about learning, growing, and contributing to the success of Fisher Investments and its clients.
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