Vice Chairman Mergers And Acquisitions Deal Team Leader@ Mercer Advisors
Santa Barbara, California, United States
David Barton
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University of the Pacific - McGeorge School of Law
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FlashIntel GPTDavid Barton is a highly experienced professional with 15.5 years of work experience in investment advisory, wealth management, and leadership. He is currently the President & CEO at Mercer Advisors in the United States. With a strong background in strategic planning and 401k, David has successfully led various teams and initiatives throughout his career. He is skilled in portfolio management, asset allocation, and investment strategies, making him a valuable asset in the financial services industry.
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Emails and Phone Numbers
About
President & CEO at Mercer Advisors
Work Experience
President | Chief Executive Officer
Vice Chairman Mergers And Acquisitions Deal Team Leader
Financial Services
David Barton's Professional Milestones
- Vice Chairman Mergers And Acquisitions Deal Team Leader (2008-05-01~): Successfully executed strategic mergers and acquisitions, driving strategic partnerships and exponential revenue growth.
- President | Chief Executive Officer (2008-05-01~): Transformed the company's operations and drove financial stability, elevating profitability and driving strategic leadership.
Education
Skill
Investment Advisory
Wealth Management
Leadership
Strategic Planning
401k
Business Planning
Retirement Planning
Investments
Portfolio Management
Asset Allocation
Investment Strategies
Series 7
Securities
Mutual Funds
Financial Advisory
Retirement
Financial Services
Alternative Investments
Asset Management
Investment Management
Trial Attorney 1992 2004
Equities
Mergers And Acquisitions
Strategic Financial Planning
Wealth Management Services
Series 24
High Net Worth Individuals
Relationship Management
Separately Managed Accounts
Personal Financial Planning
Estate Planning
Certified Financial Planner
Pensions
Retirement Plan Consulting
Etfs
401k Rollovers
Venture Capital
Investor Relations
Hedge Funds
Series 65
Series 63
Finra
Uniform Combined State Law
Iras
Finance
Private Equity
Insurance
Certification
Colleagues
Martine E. Lellis, CPA, CFP
Chief Talent And Administrative Officer
Gary Foodim
Chief Marketing Officer
Martine E. Lellis, CPA, CFP
Chief Talent And Administrative Officer
Loren Pierson
Chief Operations Officer
Gary Foodim
Chief Marketing Officer
Other Named David Barton
Frequently asked questions
We found 2 David Barton's email addresses
We found 1 David Barton's phone numbers
David Barton's social media include: Linkedin,
David Barton works for Mercer Advisors
David Barton's role in Mercer Advisors is Vice Chairman Mergers And Acquisitions Deal Team Leader
David Barton works in the industry of Financial Services
David Barton's colleagues are Martine E. Lellis, CPA, CFP,Gary Foodim,Martine E. Lellis, CPA, CFP
David Barton's latest job experience is Vice Chairman Mergers And Acquisitions Deal Team Leader at Mercer Advisors
David Barton's latest education in University of the Pacific - McGeorge School of Law
