David Flores Wilson is a highly qualified professional, that works in Watts Capital Partners on the position of CEO since 2009. This expert has earned professional experience in more than three positions at various companies. David Flores Wilson went to the University of California, Berkeley and got education from 1996 to 2000. This person has the following qualifications: Chartered Financial Analyst (Cfa), Certified Financial Planner (Cfp), and Certified Divorce Financial Analyst (Cdfa). New York, New York is the city, where this person was lastly known to live. The professional's e-mail and phone can be easily accessed through SoftwareOfficial by request.
Name variants:
Daved Wilson,
Dayvid Wilson,
Dave Wilson,
Davey Wilson,
Davie Wilson,
Davy Wilson
Last updated Apr 29, 2024
Contact Information
Last Update
Jul 14, 2022
Email
dw**@wattscapital.com
Location
New York, NY
Company
Watts Capital Partners
Workplace
Work History
CEO
Provide wealth management services to families, trusts and individuals.
from Nov 2009
Vice President
Fixed income banker providing financing advisory services and capital raising strategies to institutions.
Jul 2000 — Jan 2009
Analyst
San Francisco Bay Area
Evaluated privately held early stage companies for potential venture capital investment.
Jan 2000 — May 2000
Education
1996 — 2000
Occupations
Executive
Managing Partner
Chief Executive Officer
Vice President
Financial Broker
Banker
Partner
Chief Executive
Corporate Executive
Financial Services Professional
Financial Services Sales Agent
Skills
Portfolio Management
Wealth Management
Venture Capital
Finance
Financial Services
Financial Advisory
Investment Banking
Wealth
Strategy
Entrepreneurship
Certified Financial Planner
Alternative Investments
Investments
Fixed Income
Financial Planning