David Dac Calderhead
Investment Solutions Manager @ Atria Wealth Solutions | Series 7, CAIA
- Role
- Sales Compliance Due Diligence at Next Financial Group
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About David Dac Calderhead
With an extensive background in financial oversight, my journey at NEXT Financial Group…
Experience
Sales Compliance Due Diligence
Jan 2013 — Present · Houston, TX, US
Education
University of Houston-Victoria
Master of Business Administration (MBA)
University of Houston-Victoria
Master of Business Administration - MBA
Skills
- Management
- Series 7
- Asset Allocation
- Mutual Funds
- Finra Series 7, 63, 4, 24, 53
- Portfolio Management
- Due Diligence
- Hedge Funds
- Investments
- Alternative Investments
- Securities
- Financial Risk
- Asset Management
- Wealth Management
- Trading
- Financial Services
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