David Sheusi
Financial Advisor, Wells Fargo Advisors
- Role
- Financial Advisor at Wells Fargo Advisors
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About David Sheusi
Wells Fargo Advisors brings to its individual, corporate, and institutional clients a…
Experience
Financial Advisor
May 2009 — Present
David Sheusi runs a wealth management business within Wells Fargo Advisors located in downtown Baltimore. His process involves aligning investments with financial goals and managing portfolio for a diverse client base of individuals, small businesses and non-profit organizations. David offers a research process that involves offering a variety of investment strategies, rooted in fundamentally based research, and quantitative executed investment models.
Education
Bucknell University
BA
The Johns Hopkins University - Carey Business School
MS
Skills
- Retirement Planning
- Portfolio Management
- Investments
- Investment Strategies
- Finance
- Wealth Management
- Financial Advisory
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