David Bunker Email & Phone Number
@windsorwealth.com
3 phones found area 508 and 978
LinkedIn matched
Who is David Bunker? Overview
A concise factual answer block for searchers comparing this professional profile.
David Bunker is listed as Fee Only Financial Advisor and Investment Management at Windsor Wealth Management, LLC, based in Essex County, Massachusetts, United States. AeroLeads shows a work email signal at windsorwealth.com, phone signal with area code 508, 978, and a matched LinkedIn profile for David Bunker.
David Bunker previously worked as President at Windsor Wealth Management, Llc and President at Essex Private Wealth Management, Llc. David Bunker holds Bachelor Of Science, Finance from Syracuse University.
Email format at Windsor Wealth Management, LLC
This section adds company-level context without repeating David Bunker's masked contact details.
AeroLeads found 1 current-domain work email signal for David Bunker. Compare company email patterns before reaching out.
About David Bunker
Essex Financial Advisors, LLC provides comprehensive financial planning and investment management services on a fee-only basis to individuals, families, and their closely held businesses. Our mission is to create and maintain wealth for our clients through long-term, effective asset management strategies.
Listed skills include Investments, Asset Management, Client Relations, New Business Development, and 2 others.
David Bunker's current company
Company context helps verify the profile and gives searchers a useful next step.
David Bunker work experience
A career timeline built from the work history available for this profile.
President
Owner
Consultant And Investment Adviser Representative
Investment Adviser Representative
- Provided advisory services, defined benefit and 401(k) consulting to client companies
- Managed defined benefit investments by developing strategies based on demographics of plan participants
- Conducted sales meetings with existing and prospective clients, trustee committees
Managing Partner
- Facilitated five private placements for start-up companies in the high-tech and electronics industries while attending business school full-time
- Developed financial pro-formas, reviewed cash-flow requirements, negotiated ownership valuations and quantified value of intellectual property
General Manager, Promoted From Sales Representative
- Oversaw daily operations of wholesale importer and distributor of fresh cut flowers, with 150 employees and a network of 500 florists throughout New England
- Managed commercial growing business with ten acres of greenhouses producing over 1 million roses annually
- Performed all fiduciary responsibilities of the $12 million company including budget development, performance reporting, creation and distribution of financial statements, managing cash flow and profitability
- Oversaw sale of the company and transition to new ownership: prepared business for sale, created offering memorandum and pitchbook, introduced opportunity to potential buyers including private equity and private.
David Bunker education
Bachelor Of Science, Finance
Graduate Certificate In Financial Planning
Master'S Degree, Finance And Financial Management Services, Graduated With Honors
Frequently asked questions about David Bunker
Quick answers generated from the profile data available on this page.
What company does David Bunker work for?
David Bunker works for Windsor Wealth Management, LLC.
What is David Bunker's role at Windsor Wealth Management, LLC?
David Bunker is listed as Fee Only Financial Advisor and Investment Management at Windsor Wealth Management, LLC.
What is David Bunker's email address?
AeroLeads has found 1 work email signal at @windsorwealth.com for David Bunker at Windsor Wealth Management, LLC.
What is David Bunker's phone number?
AeroLeads has found 3 phone signal(s) with area code 508, 978 for David Bunker at Windsor Wealth Management, LLC.
Where is David Bunker based?
David Bunker is based in Essex County, Massachusetts, United States while working with Windsor Wealth Management, LLC.
What companies has David Bunker worked for?
David Bunker has worked for Windsor Wealth Management, Llc, Essex Private Wealth Management, Llc, Essex Financial Advisors Llc, Sentinel Pension Advisors, and Sentinel Investment Group.
How can I contact David Bunker?
You can use AeroLeads to view verified contact signals for David Bunker at Windsor Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
What schools did David Bunker attend?
David Bunker holds Bachelor Of Science, Finance from Syracuse University.
What skills is David Bunker known for?
David Bunker is listed with skills including Investments, Asset Management, Client Relations, New Business Development, Market Analysis, and Relationship Building.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialCheck these profiles if this is not the David Bunker you were looking for.
View similar profiles