David Batchelder, Cfa, Cfp®, Cbda Email and Phone Number
Background includes commercial lending, corporate credit analysis, institutional investment consulting, sell side stock research, financial analysis, private equity valuation, plus high net worth investment management and personal financial planning. Experience includes many years of institutional and private client relationship management.Experience: Private Wealth ManagementInvestment ManagementInvestment ConsultantInvestment Advisor RepresentativePersonal Financial PlanningFinancial AnalystInvestment AnalystRisk AnalystEquity Analyst (public and private)Credit/Fixed Income AnalystFinancial PlanningPortfolio StrategistPortfolio ManagementRelationship ManagementMutual Fund AnalysisExchange-Traded Fund (ETF) AnalysisStock and Equity Analysis (Buy and Sell Side)Asset AllocationRetirement PlanningSmall Business LendingCorporate CreditCommercial LendingHard money and Bitcoin enthusiast
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Senior Investment OfficerSentinel GroupSarasota, Fl, Us -
Senior Investment OfficerSentinel Group Jun 2015 - PresentSarasota County, Florida, United StatesSentinel Benefits & Financial Group is helping companies across all industries rethink their employee benefits in order to recruit and retain top talent and effectively help their employees plan for the future. Our holistic and consultative approach incorporates all of your benefits needs under one roof—retirement plans, group health insurance, and reimbursement accounts such as FSAs and HSAs, and COBRA. This approach simplifies plan design for employers, and our financial planners put health +… Show more Sentinel Benefits & Financial Group is helping companies across all industries rethink their employee benefits in order to recruit and retain top talent and effectively help their employees plan for the future. Our holistic and consultative approach incorporates all of your benefits needs under one roof—retirement plans, group health insurance, and reimbursement accounts such as FSAs and HSAs, and COBRA. This approach simplifies plan design for employers, and our financial planners put health + wealth strategies into perspective for employees. Ultimately, wecreate an environment that promotes financial wellness, encourages retirement readiness, and empowers people to succeed. We know that we’re not the only employee benefits provider out there, but after over 30 years in the industry, we do understand what sets us apart from the competition. We care about how we can help. We believe that exceptional benefits and service begins with the right attitude. For us, it’s not the size of your account that matters, but the size of your goals. Learn more at sentinelgroup.com. Show less -
Senior Investment AnalystSentinel Benefits & Financial Group Jun 2015 - Apr 2018 -
Adjunct Faculty-Investment AnalysisUniversity Of New Hampshire Jan 2018 - PresentDurham, New Hampshire -
Chief Investment OfficerMeasured Wealth Private Client Group, Llc Jan 2012 - Mar 2015Portsmouth, Nh, Usa -
Comprehensive Financial Planner/Chief Investment OfficerMackensen & Company, Inc. Mar 2004 - Sep 2011
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Valuation AnalystAtlantic Management Company Feb 2002 - Mar 2004
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Associate Research Analyst - Financial Services SectorTucker Anthony Jan 2001 - Feb 2002
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Investment AnalystPrime, Buchholz & Associates 1998 - 2000 -
Corporate Lender/Credit AnalystTd Banknorth 1992 - 1998
David Batchelder, Cfa, Cfp®, Cbda Education Details
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Master Of Business Administration - Mba
Frequently Asked Questions about David Batchelder, Cfa, Cfp®, Cbda
What company does David Batchelder, Cfa, Cfp®, Cbda work for?
David Batchelder, Cfa, Cfp®, Cbda works for Sentinel Group
What is David Batchelder, Cfa, Cfp®, Cbda's role at the current company?
David Batchelder, Cfa, Cfp®, Cbda's current role is Senior Investment Officer.
What schools did David Batchelder, Cfa, Cfp®, Cbda attend?
David Batchelder, Cfa, Cfp®, Cbda attended Unh Peter T. Paul College Of Business And Economics, Southern New Hampshire University.
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