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David Harrelson is listed as CEO at University of Wall Street at University of Wall Street, based in Salt Lake City, Utah, United States. AeroLeads shows a matched LinkedIn profile for David Harrelson.
David Harrelson previously worked as CEO at University Of Wall Street and CEO/CIO at Mountain Financial Services. David Harrelson holds Associates, Finance from Salt Lake Community College.
I have been involved in the financial industry for over 15 years. As the CEO of UWS, it my vision, that enlight of recent financial market events, the industry is in dire need of new directions. UWS approach is to teach brokers and advisors a more condusive approach to not only their business, but also the needs of their clients. This is a 2 stage process by first teaching the advisor, in order to assist their client with better information to make wiser financial decisions. Second, teach the advisor to educate the client and be transparent, thus gaining better trust in the abilities of the advisor.Specialties: Securities Trading, Management, Accounting, Analysis
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As founder and CEO, I developed all the course material and delivery platforms. Supervised web design and content, production and delivery of student manuals. Coordinated all marketing efforts including tradeshows and online campaigns.
- Overall leadership and ownership of the investment function, including development of all investment strategy and processes. Designed and implemented all investment SOP to create superior investment returns for clients. Management of the existing advice generation system and investment processes and their extension to include additional asset classes and.
Consulted with clients about their investing objectives and guided them through various training programs as well as coaching through the courses and helping develop solid trading plans and disiplines to maximize their returns in these recently volatile markets.
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David Harrelson works for University of Wall Street.
David Harrelson is listed as CEO at University of Wall Street at University of Wall Street.
David Harrelson is based in Salt Lake City, Utah, United States while working with University of Wall Street.
David Harrelson has worked for University Of Wall Street, Mountain Financial Services, and Investools.
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David Harrelson holds Associates, Finance from Salt Lake Community College.
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