As a Trader, David primarily interacts with brokers. He may assist you with withdrawals/deposits, performance information or invoicing. Regardless of your type of inquiry or request, his goal is to make your process seamless and easy to execute on a repetitive basis.
Partial to engaging the analytical nature of his brain, David appreciates real-world events and their relevance to the financial field. He enjoys seeing the direct correlation between items he hears in the news and how they impact investments in the market.
- James team member since 2009
- FINRA Series 6 and Series 65 registrations
- B.S. Sports Administration, Minor Business Administration, University of Cincinnati, Ohio
Away from the office:
David loves spending time with his wife and newborn child. He is an avid Cleveland sports fan and enjoys woodworking and going to concerts.