David McIntosh

Role
Wealth Manager at Coldstream
Location
Boise, ID, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About David McIntosh

David McIntosh…

Experience

  1. Wealth Manager

    Coldstream

    Jun 2021 — Present

Education

  • University of Idaho

    Bachelor of Science, Finance

    2007 — 2011

  • UCLA Extension

    Personal Financial Planning Certificate

    2015 — 2016

Skills

  • Customer Service
  • Leadership
  • Outlook
  • Analysis
  • Marketing
  • Project Management
  • Financial Analysis
  • Access
  • Teamwork
  • Public Speaking
  • Microsoft Office
  • Business Development
  • Networking
  • Event Planning

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David McIntosh — Wealth Manager at Coldstream in Boise, ID, US | Unifers