David Spak

Financial Advisor Serving Bullhead City |Financial Strategies | Retirement |Portfolio Review | Strategic Planning

Role
Financial Advisor at Edward Jones
Location
Las Vegas, NV, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About David Spak

An experienced and trusted financial professional and construction estimator with over 30 years of experience. My college education includes: MBA and BS in Business Management (Both degrees earned at NAU in Flagstaff, AZ.). I have held key positions in Finance, Accounting, Management, Construction Estimating, and Marketing. My track record of success spans multiple business units including Financial Services, Construction and the Gaming For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

  1. Financial Advisor

    Edward Jones

    Oct 2018 — Present · Bullhead City, AZ

    I became a Financial Advisor to work with my clients and help them understand their retirement options. To help them develop a retirement strategy that has acceptable risk yet help them reach their retirement goals. I accomplish this by getting to know my clients and understand their needs and goals. Than using an established process, I work with them to build customized portfolio/strategy to help them reach their goals.

Education

  • Northern Arizona University-The W. A. Franke College of Business

    BSBA, Business

    1984 — 1988

Skills

  • Proposal Writing
  • Construction Management
  • Casino
  • Design-Build
  • Cpm Scheduling
  • Budgeting
  • Contract Management
  • Demolition
  • Renovation
  • Estimates
  • Cost Control
  • Project Bidding
  • Project Estimation
  • Change Orders
  • Project Management
  • Contractors
  • Subcontracting
  • Financial Analysis
  • Construction
  • Contract Negotiation
  • Constructability
  • Budgets
  • Value Engineering
  • Construction Estimating
  • Pre-Construction

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David Spak — Financial Advisor at Edward Jones in Las Vegas, NV, US | Unifers