David Leder

David Leder Email and Phone Number

Advisor at Carolina Wealth Partners @ Carolina Wealth Partners
David Leder's Location
Raleigh, North Carolina, United States, United States
David Leder's Contact Details

David Leder personal email

About David Leder

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David Leder's Current Company Details
Carolina Wealth Partners

Carolina Wealth Partners

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Advisor at Carolina Wealth Partners
David Leder Work Experience Details
  • Legacy Insurance Solutions Llc
    President
    Legacy Insurance Solutions Llc Apr 2012 - Present
    ACA and Benefits Specialist
  • Legacy Insurance Solutions Llc
    President
    Legacy Insurance Solutions Llc Feb 2013 - Aug 2014
    Health Insurance, Annuities, Business Services, and Investments
  • Carolina Wealth Partners
    Advisor
    Carolina Wealth Partners Aug 2016 - Present
    Chapel Hill, North Carolina, Us
    We are a boutique advisory that utilizes an individualized financial planning process that helps us understand you as well as you understand yourself. This methodology allows us to provide the best possible financial advice to you as fiduciaries and your advisors.Investment Advisor; Health and Life Insurance SpecialistDISCLOSURE: Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, member FINRA/SIPC. Carolina Wealth Partners Advisor and Cambridge Investment Research are not affiliated. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
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  • Sb Financial Group, Llc
    Advisor
    Sb Financial Group, Llc 2015 - 2016
  • Evoapp
    Director Of Partnerships, Evoapp
    Evoapp 2010 - Sep 2011
    Durham, Nc, Us
    Director of Partnerships
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  • Epicur
    Beverage Distribution
    Epicur 2008 - 2010
  • Liberty Tax
    Accounting, Tax Preparation And Business Planning
    Liberty Tax 2005 - 2008

David Leder Skills

Go To Market Strategy Saas Lead Generation Professional Services Salesforce.com Cloud Computing Product Marketing Business Intelligence Business Development Web Analytics Email Marketing Digital Marketing Account Management Online Advertising Marketing Strategy Analytics Start Ups Crm Business Planning Competitive Analysis Customer Service Management Strategic Planning Leadership Social Media Microsoft Office Sales

David Leder Education Details

  • University Of North Carolina At Chapel Hill
    University Of North Carolina At Chapel Hill
    Politcal Science

Frequently Asked Questions about David Leder

What company does David Leder work for?

David Leder works for Carolina Wealth Partners

What is David Leder's role at the current company?

David Leder's current role is Advisor at Carolina Wealth Partners.

What is David Leder's email address?

David Leder's email address is da****@****ail.com

What schools did David Leder attend?

David Leder attended University Of North Carolina At Chapel Hill.

What skills is David Leder known for?

David Leder has skills like Go To Market Strategy, Saas, Lead Generation, Professional Services, Salesforce.com, Cloud Computing, Product Marketing, Business Intelligence, Business Development, Web Analytics, Email Marketing, Digital Marketing.

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