David Cfp

David Cfp

First Vice President-Wealth Management, Portfolio Manager | Pittsfield, Massachusetts, United States

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Work Experience

UBS

First Vice President-Wealth Management, Portfolio Manager

2009-01-01 — Present

Merrill Lynch

Assistant Vice President, Wealth Management Advisor

1999-08-01 — 2009-01-01

Arnold Worldwide

Vice President, Regional Manager

1984-05-01 — 1999-07-01

Skills

financial services investment banking wealth management asset management banks & credit unions financial advising investing

Languages

German , Spanish , French , English