We found the following information about David Bjorndal at City National Rochdale, where David Bjorndal has worked as a Senior Investment Strategist since 2018. David's total work experience is over 19 years, during which time the professional had at least four jobs at different places to develop skills. David studied at the Alfred Lerner College of Business & Economics at University of Delaware from 1994 to 1998. This person received the following certifications: Chartered Financial Analyst and 162977. Currently, David Bjorndal is located in New York, New York. You can contact with David by searching for phone number or email or get full information by requesting access to the person's additional details from SoftwareOfficial.
Name variants:
Daved Bjorndal,
Dayvid Bjorndal,
Dave Bjorndal,
Davey Bjorndal,
Davie Bjorndal,
Davy Bjorndal
Last updated Apr 21, 2024
Contact Information
Last Update
Jun 22, 2022
Email
dp**@yahoo.com, da**@gmail.com
Location
New York, NY
Company
Workplace
Colleagues
Work History
Northeast Divisional Director, External Wholesaler
18w140 Butterfield Rd SUITE 1200, Oakbrook Terrace, IL 60181
Regional Director of wholesale & institutional sales and Client Portfolio Manager for $12 billion investment management boutique.
May 2005 — Mar 2018
Regional Investment Consultant, Internal Wholesaler
Sold equity, fixed income, and alternative strategy mutual funds and separately managed accounts — developed relationships with top financial advisors from NYC to DC.; acted as a portfolio l...
2000 — 2004
Personal Financial Planner
Sold and prepared custom financial plans, estate plans, and detailed asset allocation analyses as well as mutual funds, trust services, annuities, insurance and separately managed accounts t...
Oct 1998 — May 2000
Education
Occupations
Executive
Director
Region Manager
Financial Broker
Portfolio Manager
Operations Manager
Area Manager
Managers
Investment Analyst
Financial Analyst
Skills
Investment Management
Asset Allocation
Fixed Income
Investments
Separately Managed Accounts
Asset Management
Portfolio Management
Mutual Funds
Investment Strategies
Alternative Investments
Investment Advisory
Securities
Equities
Relationship Management
Sales
Sales Management
Business Development
Consultative Selling
Chartered Financial Analyst
Certified Investment Management Analyst
Wealth Management
Financial Services
Retirement Planning
Financial Advisory
Management
Strategy
Financial Planning
Hedge Funds
Finance
Bloomberg
Insurance
Capital Markets
Financial Analysis
Bonds
Marketing
Etfs
Credit
Financial Markets
Due Diligence
Wealth Management Services
Estate Planning
Valuation
Derivatives
Risk Management
Securities Regulation