David Dowell
Senior Vice President at Meridian Wealth Management, LLC
- Role
- Senior Vice President at Meridian Wealth Management, Llc
- Location
- Lexington, KY, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About David Dowell
I am a senior investment portfolio manager serving in a highly responsive role as my…
Experience
Senior Vice President
Meridian Wealth Management, Llc
Sep 2020 — Present · Lexington, KY, US
Senior Portfolio Manager
Education
Thunderbird School of Global Management
MBA, Business
1975 — 1976
Washington and Lee University
BA, German
1971 — 1975
Skills
- Investments
- Wealth Management
- Asset Managment
- Equities
- Investment Advisory
- Asset Allocation
- Investment Strategies
- Private Equity
- Retirement Planning
- Fixed Income
- Series 7
- Securities
- Estate Planning
- Portfolio Management
- Financial Analysis
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