Cima David Palmer Cfp Cepa

FAQ About Cima David Palmer Cfp Cepa

• What is Cima David Palmer Cfp Cepa's address?

  Cima David Palmer Cfp Cepa is located at
  New York, New York, United States

• What is Cima David Palmer Cfp Cepa's job title?

  Cima David Palmer Cfp Cepa is a
  David is a CERTIFIED FINANCIAL PLANNER, CERTIFIED INVESTMENT MANAGEMENT ANALYST (CIMA) and CERTIFIED EXIT PLANNING ADVISOR (CEPA). David has over 30 years of investment experience that includes research, Public Finance, and wealth planning for affluent families, individuals, corporate executives, foundations, and endowments. In his role, David handles complex compensation structures that often accompany corporate clients by incorporating them in complete Financial Plans. Preparing for retirement and organizing a trust and estate plan are primary objectives for many of these clients. David holds a B.A in History with a Business Minor from Hofstra University. He has studied at the New York Institute of Finance at Baruch College and the Wharton School of Business. He joined Kidder, Peabody in 1987, where he formed a team with Paul Lowerre to begin their planning–based practice. In 1994, the team moved to PaineWebber, which was acquired by UBS in 2000. In 2003, David was asked to join UBS' Equity Plan Advisory Services team, a specialized advisory network within UBS which serves the executives of UBS' corporate client base. David is a member of the CFA Institute, The New York Society of Security Analysts (NYSSA) and the Investment Management Consultants Association (IMCA). He is a member in good standing with the CFP board that bestows the designation of CFP. David has also earned the CEPA designation, awarded by the Exit Planning Institute, a prominent thought leader on strategies to maximize value creation and realization for private business owners planning to transfer or sell their businesses. /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.** Ubs

• What industry does Cima David Palmer Cfp Cepa currently work in?

  Cima David Palmer Cfp Cepa currently works in the
  Ubs

• What is Cima David Palmer Cfp Cepa's area of expertise?

  Cima David Palmer Cfp Cepa specializes in
  David is a CERTIFIED FINANCIAL PLANNER, CERTIFIED INVESTMENT MANAGEMENT ANALYST (CIMA) and CERTIFIED EXIT PLANNING ADVISOR (CEPA). David has over 30 years of investment experience that includes research, Public Finance, and wealth planning for affluent families, individuals, corporate executives, foundations, and endowments. In his role, David handles complex compensation structures that often accompany corporate clients by incorporating them in complete Financial Plans. Preparing for retirement and organizing a trust and estate plan are primary objectives for many of these clients. David holds a B.A in History with a Business Minor from Hofstra University. He has studied at the New York Institute of Finance at Baruch College and the Wharton School of Business. He joined Kidder, Peabody in 1987, where he formed a team with Paul Lowerre to begin their planning–based practice. In 1994, the team moved to PaineWebber, which was acquired by UBS in 2000. In 2003, David was asked to join UBS' Equity Plan Advisory Services team, a specialized advisory network within UBS which serves the executives of UBS' corporate client base. David is a member of the CFA Institute, The New York Society of Security Analysts (NYSSA) and the Investment Management Consultants Association (IMCA). He is a member in good standing with the CFP board that bestows the designation of CFP. David has also earned the CEPA designation, awarded by the Exit Planning Institute, a prominent thought leader on strategies to maximize value creation and realization for private business owners planning to transfer or sell their businesses. /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

• Which languages does Cima David Palmer Cfp Cepa speak? 

  Cima David Palmer Cfp Cepa speaks the following languages:
  No languages available.

• Which industries has Cima David Palmer Cfp Cepa previously worked in?   

  Cima David Palmer Cfp Cepa has prior experience in the following industries:
  No prior industries available.

• What is Cima David Palmer Cfp Cepa’s work experience?  

  Cima David Palmer Cfp Cepa has the following professional experience:
  Ubs .

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  LinkedIn profile at LinkedIn URL.

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  Cima David Palmer Cfp Cepa’s work email addresses are
  [email protected].

• What company does Cima David Palmer Cfp Cepa work for?  

  Cima David Palmer Cfp Cepa works at
  Ubs