David C Haraway, 698970 Melbourne Dr, Colorado Springs, CO 80920

Mentions for David C Haraway

David Haraway resumes & CV records

Resumes

Principal

Location:

Colorado Springs, CO

Industry:

Financial Services

Work:

Substantial Financial - Colorado Springs, Colorado since Aug 2012
Principal Bremer Investment Services Apr 2011 - Aug 2012
Financial Advisor Merrill Lynch Jul 2005 - Apr 2011
Financial Advisor Colorado College Jul 1999 - Jun 2005
Director of Planned Giving Dartmouth College Jul 1989 - Jun 1999
Senior Associate Director of Planned Giving EF Hutton Jul 1983 - Jun 1989
Financial Advisor

Education:

College for Financial Planning 2007 - 2007
CRPC, Chartered Retirement Planning Counselor Plymouth State University 1991 - 1994
MBA, Finance College for Financial Planning 1986 - 1988
CFP, Financial Planning Dartmouth College 1973 - 1977
AB, Earth Science

Skills:

Strategic Financial Planning, Investments, Alternative Investments, 401K, Financial Modeling, Investment Advisory, Wealth Management, Retirement Planning, Asset Managment, Corporate Finance, Risk Management, Wealth, Investment Strategies, Securities, Public Speaking, Nonprofits, Finance, Fundraising

Interests:

Animal Welfare

Certifications:

License 18199
Chartered Retirement Planning Counsellor
License 1574586
License 125359
College For Financial Planning, License 18199
College For Financial Planning
The American College of Financial Services

David Krista Lindsey Haraway

NOTICE: You may not use BackgroundCheck or the information it provides to make decisions about employment, credit, housing or any other purpose that would require Fair Credit Reporting Act (FCRA) compliance. BackgroundCheck is not a Consumer Reporting Agency (CRA) as defined by the FCRA and does not provide consumer reports.