David Schulman, Crpc

David Schulman, Crpc Email and Phone Number

Mission Viejo High School Boys JV Tennis Coach @ Anfield Capital Management, LLC
newport beach, california, united states
David Schulman, Crpc's Location
Newport Beach, California, United States, United States
About David Schulman, Crpc

As a Wholesaler and National Sales Manager I have experienced all aspects of Distribution of mutual funds.I’ve worked closely with all departments in a collaborative environment to help our Funds stand out in a over crowded marketplaceThe two Fund Groups I represented were Columbia Funds and John Hancock Funds for the majority of my career.Currently I represent Anfield Capital Management a boutique investment firm in Newport Beach,CA.My role is multi-purposed, opening new broker dealer opportunities and running the CA and Nevada territory.

David Schulman, Crpc's Current Company Details
Anfield Capital Management, LLC

Anfield Capital Management, Llc

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Mission Viejo High School Boys JV Tennis Coach
newport beach, california, united states
Website:
anfieldcapital.com
Employees:
14
David Schulman, Crpc Work Experience Details
  • Anfield Capital Management, Llc
    Senior Vice President, Business Development Director
    Anfield Capital Management, Llc Jan 2017 - Present
    Newport Beach, Ca
    Anfield Capital Management was founded with the vision of combining top tier institutional quality management characterized by consistent outperformance and enlightened risk control with consultative solutions for investors in todays environment. We work with with Advisors on many different Platforms.David's role is to work through these Advisors and share the knowledge of Anfield's institutional management while creating new business for the Firm
    View
  • Anfield Capital Management
    Business Development Director, Crpc
    Anfield Capital Management Jan 2017 - Dec 2019
    4695 Macarthur Ct. Newport Beach,Ca
    Series 7,65,63,24
  • Anfield Capital Management
    National Sales Director
    Anfield Capital Management Jan 2016 - Dec 2018
    4695 Macarthur Ct. Newport Beach,Ca
  • John Hancock Financial Services
    Senior Vice President, Senior Business Consultant, Crpc
    John Hancock Financial Services Jan 2005 - Dec 2016
    So. Ca
    Senior Wholesaler
    View
  • Columbia Funds
    Senior Vice President, Wholesaler
    Columbia Funds Mar 1994 - Dec 2004
    Trabuco Canyon, California

David Schulman, Crpc Skills

Asset Management Asset Allocation Investments Management

David Schulman, Crpc Education Details

  • University Of Nebraska
    University Of Nebraska
    History

Frequently Asked Questions about David Schulman, Crpc

What company does David Schulman, Crpc work for?

David Schulman, Crpc works for Anfield Capital Management, Llc

What is David Schulman, Crpc's role at the current company?

David Schulman, Crpc's current role is Mission Viejo High School Boys JV Tennis Coach.

What schools did David Schulman, Crpc attend?

David Schulman, Crpc attended University Of Nebraska.

What skills is David Schulman, Crpc known for?

David Schulman, Crpc has skills like Asset Management, Asset Allocation, Investments, Management.

Who are David Schulman, Crpc's colleagues?

David Schulman, Crpc's colleagues are Eko Ardi, Blake Wong, Ray Cheesman, Ray Cheesman, Suzy Mclaughlin, Cameron Baxter, Cfa, Anthony Willis.

Not the David Schulman, Crpc you were looking for?

  • David Schulman,CRPC

    David Schulman,CRPC
    Senior Vice President-Business Consultant At John Hancock Investments
    Trabuco Canyon, Ca
    1
    jhancock.com

    14 +181842XXXXX

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