
David Stetch
Demonstrated success in cultivating and managing relationships with high net worth clients to achieve present and future wealth... | Queens County, New York, United States
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David Stetch’s Emails ds****@ti****.org
David Stetch’s Phone Numbers No phone number available.
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David Stetch’s Location Queens County, New York, United States
David Stetch’s Expertise Demonstrated success in cultivating and managing relationships with high net worth clients to achieve present and future wealth management objectives. Highly skilled in promoting sales of diversified financial products and services including portfolio management, private banking, trust, estate planning and insurance. Superior knowledge of investment program solutions with proven ability to identify and coordinate resources to solve complex financial planning needs. Knowledgeable and charismatic presenter of seminars to targeted professional groups. Strong interpersonal and analytical skills combined with proven ability to cultivate and lead a customer and result-oriented team. Specialties: Account Development Asset Retention Relationship Management
David Stetch’s Current Industry Tiaa Cref
David
Stetch’s Prior Industry
Tiaa
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Tiaa Cref
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Work Experience

Tiaa Cref
Wealth Management Advisor
Sat Jan 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jul 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Tiaa
Individual Consultant
Sun Aug 01 1993 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jan 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time)