David Walkush
Indigenous Portfolio Manager | Investor
- Role
- Ocio at Breakwater Investment Group, Llc
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
About David Walkush
Work with Minor\'s Trust funds and retirement plans (401k, 403b, deferred compensation)…
Experience
Ocio
Breakwater Investment Group, Llc
Jun 2025 — Present
Education
University of Montana
Bachelor's degree
Purdue University
Master of Business Administration - MBA
Skills
- Alternative Investments
- Budgets
- Investment Strategies
- Securities
- Marketing Communications
- Energy Management
- Microsoft Office
- Strategic Planning
- 401k Rollovers
- Asset Allocation
- Financial Modeling
- Investments
- Marketing
- Fixed Income
- Portfolio Management
- Investment Management
- Leadership
- Public Speaking
- Financial Analysis
- 401k
- Management
- Customer Service
- Team Building
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