David’s responsibilities center on business development for the Schwab Advisor Network division at InterOcean Capital. Prior to joining InterOcean Capital, David was the Midwest Regional Manager Trading Solutions at Charles Schwab, focused on client education in equities and options. David earned a Bachelor of Science from the State University of New York College at Oneonta and holds the Accredited Asset Management Specialist℠designation from the College of Financial Planning.
32 Years Investment Experience
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