David Petray
Senior Vice President-Investments at Syndicated Capital - Santa Monica CA
- Role
- Luxury Travel Advisor at Montecito Village Travel
- Location
- Orange County, CA, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About David Petray
Investment Professional with over 36 years of experience in Investment Banking & Wealth…
Experience
Luxury Travel Advisor
Mar 2015 — Present · Newport Beach, CA, US
Avid Traveler and Luxury Travel Advisor -
Education
Westmont College
BA - Business and Economics, Business
1987 — 1989
Skills
- Mergers & Acquisitions
- Estate Planning
- Retirement
- Strategic Financial Planning
- Strategy
- Finance
- Sales
- Mutual Funds
- Investment Properties
- Asset Management
- Financial Analysis
- Insurance
- Refinance
- Investments
- Financial Services
- Retirement Planning
- Loans
- Financial Planning
- Mortgage Lending
- Asset Managment
- Small Business
- Business Planning
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