David R Kuzma is a high-level expert, working in Catholic Business Network of Montgomery County Md on the position of Board Member from 2018. David R Kuzma has earned professional experience in more than five positions at various companies. David R Kuzma went to the Pontifical John Paul Ii Institute For Studies on Marriage and Family and got education from 2006 to 2008. David has such qualifications as Aif®, Accredited Investment Fiduciary®, Series 7, 63, 65, and Certified Plan Fiduciary Advisor, Cpfa. Washington, DC is the area, where the professional was known to be located. This professional's email address and phone can be easily accessed through SoftwareOfficial by request.
Name variants:
Daved Kuzma,
Dayvid Kuzma,
Dave Kuzma,
Davey Kuzma,
Davie Kuzma,
Davy Kuzma
Last updated Apr 30, 2024
Contact Information
Last Update
Jul 7, 2022
Email
da**@hotmail.com
Location
Washington, DC
Company
Catholic Business Network of Montgomery County Md
Workplace
Board Member
Work History
Board Member
The Catholic Business Network of Montgomery County, is an independent, non-profit organization of businesses and individual professionals working together to support Catholic education in Mo...
from Jul 2018
National Board Member
Support of Aging Religious (SOAR) raises funds and provides grants to help Catholic religious congregations in the United States care for their elderly and infirm members. These grants addre...
from Oct 2017
Financial Advisor and Retirement Plan Specialist, Corporate Retirement Services
from Aug 2016
Education
Occupations
Executive
Board Member
Non-Profit
Accountant
Finance and Accounting Specialist
Management Team Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
401 Retirement Savings Plans
Erisa
Investment Advisory
Strategic Financial Planning
Retirement Planning
Retirement Plan Consulting
Qualified Retirement Plans
Wealth Management
Asset Allocation
Portfolio Management
Risk Management
Deferred Compensation
Estate Planning
Financial Analysis
Mutual Funds
Public Speaking
Customer Service
Customer Experience
Leadership
Microsoft Excel
Powerpoint
Creative Problem Solving
Business Process Improvement
Quality Improvement
Service Improvement
Increased Profitability
Team Leadership
Increase Productivity
Organizational Effectiveness
Result Oriented
Team Building
Restaurants
FAQs about David R Kuzma
What is the main profession of David R Kuzma?
The expert is a Board Member.
What jobs is David proficient at at?
The expert is proficient at Executive and Board Member jobs.
Where is David R Kuzma currently located?
The professional is currently located in Washington, DC.
What is David's email?
The professional's email is da**@hotmail.com.
Where did David R Kuzma work?
The professional worked at Catholic Business Network of Montgomery County Md, Soar! Support Our Aging Religious, Inc.
What education does David R Kuzma have?
David studied at the Pontifical John Paul Ii Institute For Studies on Marriage and Family from 2006 to 2008.
Are there any professional certifications, that David R Kuzma has?
The expert received the following certifications: Aif®, Accredited Investment Fiduciary®, Series 7, 63, 65, Certified Plan Fiduciary Advisor, Cpfa, and Fi360.
Are there any professional industries, that David R Kuzma works in?
This professional works in Financial Services industry.