David Waldo

David Waldo Email and Phone Number

Senior Vice President, Workplace Benefits Specialist at Bank of America Merrill Lynch @ Bank of America Merrill Lynch
charlotte, north carolina, united states
David Waldo's Location
Glastonbury, Connecticut, United States, United States
David Waldo's Contact Details
About David Waldo

David Waldo is a Senior Vice President, Workplace Benefits Specialist at Bank of America Merrill Lynch at Bank of America Merrill Lynch. He possess expertise in securities, estate planning, investments, retirement planning, insurance and 12 more skills.

David Waldo's Current Company Details
Bank of America Merrill Lynch

Bank Of America Merrill Lynch

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Senior Vice President, Workplace Benefits Specialist at Bank of America Merrill Lynch
charlotte, north carolina, united states
Website:
bofaml.com
Employees:
23988
David Waldo Work Experience Details
  • Bank Of America Merrill Lynch
    Senior Vice President Workplace Benefits Specialist
    Bank Of America Merrill Lynch Jun 2024 - Present
    View
  • Bank Of America Merrill Lynch
    Vice President, Employee Benefits Specialist
    Bank Of America Merrill Lynch Jan 2020 - Present
    View
  • Bank Of America Merrill Lynch
    Vice President, Retirement Plan Specialist
    Bank Of America Merrill Lynch 2011 - Jan 2020
    View
  • Private Wealth Consulting Group, Llc
    President
    Private Wealth Consulting Group, Llc 2010 - 2011
    Comprehensive Wealth Management and Institutional Retirement Plan Consulting.
  • Banc Of America Investments
    Market Director
    Banc Of America Investments 2008 - 2009
    .
    View
  • Us Trust
    Regional Sales Manager, Speciality Asset Management Group
    Us Trust 2006 - 2008
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  • Advest, Inc.
    Sr. Vp Director, Wealth Strategies Group
    Advest, Inc. 2002 - 2006
    View

David Waldo Skills

Securities Estate Planning Investments Retirement Planning Insurance Series 7 Mutual Funds Asset Management Series 63 Wealth Management Strategic Financial Planning Financial Services 401k Asset Allocation Banking Financial Planning Retirement

David Waldo Education Details

Frequently Asked Questions about David Waldo

What company does David Waldo work for?

David Waldo works for Bank Of America Merrill Lynch

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

David Waldo's current role is Senior Vice President, Workplace Benefits Specialist at Bank of America Merrill Lynch.

What is David Waldo's email address?

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

What is David Waldo's direct phone number?

David Waldo's direct phone number is +186036*****

What schools did David Waldo attend?

David Waldo attended Capital University Law School, Western Connecticut State University, Danbury High.

What are some of David Waldo's interests?

David Waldo has interest in Kids, Cooking, Investing, Traveling, Outdoors, Sweepstakes, Home Improvement, Electronics, Reading, Crafts.

What skills is David Waldo known for?

David Waldo has skills like Securities, Estate Planning, Investments, Retirement Planning, Insurance, Series 7, Mutual Funds, Asset Management, Series 63, Wealth Management, Strategic Financial Planning, Financial Services.

Who are David Waldo's colleagues?

David Waldo's colleagues are Erik Swenson, Adrian Ho, Gerardo Melgar, Crpc™ Awma™, Donald Florian, Cindy Jones, Louise Hickey, Michael Miller.

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