Education and experience:
BBA from Siena College in Accounting/Economics
2 Years with a CPA Firm and passed the CPA exam
Serving customers since 1984
Experience with Service Award Programs since 1990
Licenses:
Series 7: General Securities Representative
Series 63: Uniform State Securities Agent
Series 65: Investment Advisor Representative
Series 3: Commodities
Life Insurance and Annuities
Concentration in:
Length of Service Award Programs
Fixed Income and Mutual Funds for conservative investors
Dave is a member of the RBC Senior Portfolio manager Group, an exclusive group of Financial Advisors recognized for their success in building fee-based discretionary portfolio management practices. Dave has been managing Length of Service Award Program assets since 1990. Dave’s experience lies in Fixed Income and Mutual Funds and ETF’s for conservative investors.
Dave has recently been named to the RBC Chairman’s Council recognizing employees for outstanding performance, professional growth and demonstrating leadership in client service. He has successfully completed a specialized program on investment fiduciary standards and can be an invaluable resource to investment fiduciaries and individual investors alike.
Dave works hard at maintaining a balance between business, family and varied leisure activities. He resides in the suburbs of Albany, NY with his wife Nancy. They have two grown children, Zachary and Kathryn. When not servicing customers, Dave enjoys travel with his family, and camping and hiking in the Adirondacks. He has hiked the Grand Canyon twice. He enjoys sports, especially golf. He owns and plays vintage guitars and amplifiers and enjoys riding motorcycles.
