David Stafford
Director Of Investment Strategy@ City of Austin Employees Retirement System
Austin, Texas, United States
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David Stafford is a Financial Advisor with 13.2 years of experience, currently working at Merrill Lynch in the United States. He specializes in investments and portfolio analytics. Prior to joining Merrill Lynch, David worked for Bank of America for nearly three years as a Branch Manager in Oklahoma and Kansas. He holds a B.S. in Communication Studies and an MBA from the University of Oklahoma. David's expertise lies in banking and he has a strong background in investment strategy and portfolio management.
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Emails and Phone Numbers

@coaers.org
@coaers.org
+1 512458****
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About

David Stafford, Financial Advisor, joined Merrill Lynch in 2015. He focuses on investments and portfolio analytics. Prior to joining Merrill Lynch, David worked for Bank of America for nearly three years as a Branch Manager in both Oklahoma and Kansas. He graduated from the University of Texas with a B.S. in Communication Studies and an MBA from the University of Oklahoma. He and his wife Ashley have one child.

Work Experience

6836 Austin Center Blvd, Austin, Texas, 78731, US

Government Administration

20
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David Stafford's Professional Milestones

  • Banking Center Manager (2012-03-01~2015-01-01): Streamlined banking operations through improved efficiency and implementation of advanced technologies.
  • Sales And Service Specialist (2010-08-01~2011-09-01): Successfully executed sales and service strategies through effective training and analysis.
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