David Halperin
AeroLeads people directory · profile

David Halperin Email & Phone Number

Senior Vice President - Investment Officer at Wells Fargo Advisors
Location: Pleasanton, California, United States 4 work roles 1 school
2 work emails found @wellsfargoadvisors.com 2 phones found area 314 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 2 phones

Work email d****@wellsfargoadvisors.com
Direct phone (314) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Wells Fargo Advisors
Role
Senior Vice President - Investment Officer
Location
Pleasanton, California, United States
Company size
14520 employees

Who is David Halperin? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

David Halperin is listed as Senior Vice President - Investment Officer at Wells Fargo Advisors, a with 14520 employees, based in Pleasanton, California, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com, phone signal with area code 314, and a matched LinkedIn profile for David Halperin.

David Halperin previously worked as Senior Vice President - Investments at Wells Fargo Advisors and First Vice President at Morgan Stanley Smith Barney. David Halperin holds Business from San Francisco State University, College Of Business.

Company email context

Email format at Wells Fargo Advisors

This section adds company-level context without repeating David Halperin's masked contact details.

{first}.{last}@wellsfargoadvisors.com
92% confidence

AeroLeads found 2 current-domain work email signals for David Halperin. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About David Halperin

As a Financial Advisor in Wells Fargo Advisors’ Pleasanton office, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. With financial services since 1995, I have extensive experience that enables me to help clients structure balanced portfolios to address their specific financial goals.To learn more about my practice, please visit my website at: https://home.wellsfargoadvisors.com/david.g.halperin *CA Insurance Lic # 0B99325*This information is intended for use by residents of AZ, CA, GA, HI, NY, OR, TN, and TX only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Investments, Finance, Financial Services, Insurance, and 22 others.

Current workplace

David Halperin's current company

Company context helps verify the profile and gives searchers a useful next step.

Wells Fargo Advisors
Wells Fargo Advisors
Senior Vice President - Investment Officer
Pleasanton, CA, US
Website
wellsfargoadvisors.com
Employees
14520
AeroLeads page
Company profile
View company profile Email format
4 roles · 32 years

David Halperin work experience

A career timeline built from the work history available for this profile.

Team & coworkers

Colleagues at Wells Fargo Advisors

Other employees you can reach at wellsfargoadvisors.com. View company contacts for 14520 employees →

GH Gregory Harrison Gregory Harrison Colleague at Wells Fargo AdvisorsChico, California, United States View → JL John Lord John Lord Colleague at Wells Fargo AdvisorsDallas, Texas, United States View → JF Justin Fierstein Justin Fierstein Colleague at Wells Fargo AdvisorsDurango, Colorado, United States View → DG Danielle Gernes Danielle Gernes Colleague at Wells Fargo AdvisorsWabasha, Minnesota, United States View → GL Guyan Long Guyan Long Colleague at Wells Fargo AdvisorsLas Vegas Metropolitan Area, United States View → AW Alicia Wilson Alicia Wilson Colleague at Wells Fargo AdvisorsPortland, Oregon, United States View → KF Kimberly Fumo Kimberly Fumo Colleague at Wells Fargo AdvisorsLinwood, New Jersey, United States View → SL Steve Lewis Steve Lewis Colleague at Wells Fargo AdvisorsGreater Phoenix Area, United States View → JJ Jane Jenkins Jane Jenkins Colleague at Wells Fargo AdvisorsRichmond, Virginia, United States View → SP Susan Pangborn Susan Pangborn Colleague at Wells Fargo AdvisorsSouth Beaver Dam, Wisconsin, United States View →
1 education record

David Halperin education

FAQ

Frequently asked questions about David Halperin

Quick answers generated from the profile data available on this page.

What company does David Halperin work for?

David Halperin works for Wells Fargo Advisors.

What is David Halperin's role at Wells Fargo Advisors?

David Halperin is listed as Senior Vice President - Investment Officer at Wells Fargo Advisors.

What is David Halperin's email address?

AeroLeads has found 2 work email signals at @wellsfargoadvisors.com for David Halperin at Wells Fargo Advisors.

What is David Halperin's phone number?

AeroLeads has found 2 phone signal(s) with area code 314 for David Halperin at Wells Fargo Advisors.

Where is David Halperin based?

David Halperin is based in Pleasanton, California, United States while working with Wells Fargo Advisors.

What companies has David Halperin worked for?

David Halperin has worked for Wells Fargo Advisors, Morgan Stanley Smith Barney, and A.G. Edwards & Sons, Inc., A Predecessor Firm Of Wells Fargo Advisors.

Who are David Halperin's colleagues at Wells Fargo Advisors?

David Halperin's colleagues at Wells Fargo Advisors include Gregory Harrison, John Lord, Justin Fierstein, Danielle Gernes, and Guyan Long.

How can I contact David Halperin?

You can use AeroLeads to view verified contact signals for David Halperin at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.

What schools did David Halperin attend?

David Halperin holds Business from San Francisco State University, College Of Business.

What skills is David Halperin known for?

David Halperin is listed with skills including Investments, Finance, Financial Services, Insurance, Financial Modeling, Financial Analysis, Strategic Planning, and Private Equity.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the David Halperin you were looking for.

David Halperin
David Halperin
Director Of Operations At Swagelok Alabama | Central & South Florida | West Tennessee
Birmingham, Al
1 email domain
View similar profiles