Tell me more about David Walters?
David Walters is a highly experienced professional with 21.5 years of work experience in accounting, financial planning, tax, and strategic planning. He is currently serving as the Client Service Manager at Palisades Hudson Financial Group LLC in the United States. With a strong background in customer service and market research, David has been instrumental in the success of the company since 2002. His expertise in estate planning and retirement planning has made him a valuable asset to the organization.
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Client Service Manager at Palisades Hudson Financial Group LLC
Financial Services
Finance And Accounting
1998-2002Accounting
Financial Planning
Tax
Strategic Planning
Strategic Financial Planning
Due Diligence
Financial Planners
Estate Planning
Customer Service
Market Research
Retirement Planning
Linda Elkin
Director Of Marketing Human Resources
Paul Jacobs
Managing Vice President
Larry Elkin
Financial Advisor | Founder | President
Eric Meermann, CFP®, CVA, EA
Vice President | Portfolio Manager
Shomari Hearn, CFP®, EA
Financial Adviser | Executive Vice President Chief Operating Officer
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David Walters works for Palisades Hudson Financial Group LLC
David Walters's role in Palisades Hudson Financial Group LLC is Client Service Manager
David Walters works in the industry of Financial Services
David Walters's colleagues are Linda Elkin,Paul Jacobs,Larry Elkin
David Walters's latest job experience is Client Service Manager at Palisades Hudson Financial Group LLC
David Walters's latest education in NYU Stern School of Business
Personal & Professional Emails
Personal & Professional Emails