Joe Crossley

President, CEO @David Capital Partners, Inc

Oklahoma City, OK, US

EMAILS

j••••••••@davidcapitalpartners.com

MOBILE NUMBERS

+12•••••••08

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WORK HISTORY

Jan 2018 — Present

President, CEO @David Capital Partners, Inc

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Oklahoma City, OK, US

SKILLS

Retirement PlanningRetirementStrategic Financial PlanningWealth ManagementSmall BusinessSeries 63InvestmentsMutual FundsFinancial AnalysisFinancial ServicesLife InsuranceFamily-Owned Business SuccessionInsurancePortfolio ManagementFixed AnnuitiesSecuritiesEstate Planning

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ABOUT JOE CROSSLEY

With over 13 years of experience in the financial services industry, I am the President…

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