About Dave D.
Creative problem solver with over 20 years of experience operating in both startup…
Experience
Present
Skills
- Call Center
- Finance
- Risk Management
- Investments
- Series 7
- Vendor Management
- Asset Managment
- Operations Management
- Relationship Management
- Equities
- Insurance
- Series 24
- Trading
- Banking
- Process Improvement
- Mutual Funds
- Fixed Income
- Strategic Planning
- Project Management
- Series 63
- Brokerage Back Office Conversions
- General Securities Sales Supervisor
- Variable Annuities
- Series 8
- Series 4
- Online Brokerage
- Brokerage Operations
- Audit
- Brokers
- Asset Management
- Finra
- Financial Services
- Financial Markets
- Wealth Management
- Options
- Leadership
- Capital Markets
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