David Wood
Senior Vice President at Jefferies Wealth Management
- Role
- Senior Vice President, Wealth Management at Jefferies
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About David Wood
David Wood is a Senior Vice President for Jefferies Wealth Management Group. He is a member of the firm’s top wealth management team in New York. Prior to joining Jefferies, David spent the past three years working as a Financial Advisor at Bank of America, Merrill Lynch where he focused on delivering a comprehensive approach to managing wealth for Corporate Executives, Business Owners and High-Net Worth Individuals. He was a two-sport varsity athlete at Elon University and the former President of the New York City Alumni Board. David participated in the New York Giants local Pro Day in 2013. David graduated from Elon University in North Carolina.
Experience
Senior Vice President, Wealth Management
Dec 2024 — Present · New York, NY, US
Skills
- Research
- Outlook
- Public Speaking
- Editing
- Customer Service
- Microsoft Excel
- Powerpoint
- Microsoft Word
- Event Planning
- Microsoft Office
- Public Relations
- Social Media
- Photoshop
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