David Gurley
Equipping CEOs and Owners to build great businesses for a greater purpose
- Role
- Field Consultant at C12 Business Forums
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About David Gurley
I have spent my career delivering financial results for clients, firm and community. I…
Experience
Field Consultant
Apr 2024 — Present · San Antonio, TX, US
Education
North Carolina State University
BSIE
1989 — 1994
UNC Kenan-Flagler Business School
MBA
2002 — 2003
Skills
- Project Management
- Investments
- Strategic Planning
- Wealth Management
- Program Management
- Mergers & Acquisitions
- Management
- Portfolio Management
- Investment Management
- Asset Allocation
- Banking
- Wealth Management Services
- Asset Management
- Financial Services
- Leadership
- Series 7
- Financial Advisory
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