David W.

David W. Work

Founder and CEO

@ Advisor2.0

Managing Director

@ Principal Financial Group

David W. Education

Bachelors of Business Administration in Finance

Grand Valley State University
West Virginia University
Associates of Science in Interdisciplinary Studies

Glen Oaks Community College

David W. Skills

Series 24Series 51Series 7Variable AnnuitiesLife & Health Insurance LicensesSeries 66 Uniform Combined State LawLeadershipManagementBankingSalesFinanceTeam BuildingCreditFinancial AnalysisBusiness StrategyCustomer ServiceMicrosoft ExcelOperations ManagementCoachingProcess ImprovementTeamworkMarketingRecruitingStrategic PlanningAccountingSales ManagementLoansTrainingPortfolio ManagementMarketing StrategyRetailNew Business DevelopmentStrategyMortgage LendingBusiness PlanningRelationship ManagementConsumer LendingCredit AnalysisCommercial BankingSmall Business LendingWealth ManagementLoan OriginationLeadership DevelopmentCommercial LendingRisk ManagementCross SellingInvestmentsMortgage BankingRefinanceSmall BusinessFinancial ServicesCash ManagementCredit RiskStrategic Financial PlanningRetail BankingRetirement Planning

David W. Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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Where does David W. work?

David W. currently works at Advisor2.0 as David W. - Founder and CEO at Advisor2.0.

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