Previously, Dave was senior vice president at Bank of America Investment Services, where he also served as vice president of strategic planning. He played a major role in helping to expand the company’s advisor force from 750 to nearly 2,000 over three years, contributing to an increase of $20 billion in fee-based assets under management. Dave also played a major role in hiring new managers and senior-level field leaders.
A native of Youngstown, Ohio, and Greenville, S.C., Dave holds a bachelor’s degree in Business Administration with a concentration in Finance, and a Political Science degree from Emory University.
Investment advisory products are made available through Ameriprise Financial Services, LLC., a registered investment advisor.
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