David Batchelder, Cfa, Cfp®, Cbda Email & Phone Number
Who is David Batchelder, Cfa, Cfp®, Cbda? Overview
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David Batchelder, Cfa, Cfp®, Cbda is listed as Senior Investment Officer at Sentinel Group, based in Sarasota, Florida, United States. AeroLeads shows a matched LinkedIn profile for David Batchelder, Cfa, Cfp®, Cbda.
David Batchelder, Cfa, Cfp®, Cbda previously worked as Senior Investment Analyst at Sentinel Benefits & Financial Group and Adjunct Faculty-Investment Analysis at University Of New Hampshire. David Batchelder, Cfa, Cfp®, Cbda holds Bs from Unh Peter T. Paul College Of Business And Economics.
Email format at Sentinel Group
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About David Batchelder, Cfa, Cfp®, Cbda
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
David Batchelder, Cfa, Cfp®, Cbda's current company
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David Batchelder, Cfa, Cfp®, Cbda work experience
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Senior Investment Officer
CurrentSentinel 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 Analyst
Adjunct Faculty-Investment Analysis
Current
Chief Investment Officer
Comprehensive Financial Planner/Chief Investment Officer
Valuation Analyst
Associate Research Analyst - Financial Services Sector
Investment Analyst
Corporate Lender/Credit Analyst
David Batchelder, Cfa, Cfp®, Cbda education
Master Of Business Administration - Mba
Frequently asked questions about David Batchelder, Cfa, Cfp®, Cbda
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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 Sentinel Group?
David Batchelder, Cfa, Cfp®, Cbda is listed as Senior Investment Officer at Sentinel Group.
Where is David Batchelder, Cfa, Cfp®, Cbda based?
David Batchelder, Cfa, Cfp®, Cbda is based in Sarasota, Florida, United States while working with Sentinel Group.
What companies has David Batchelder, Cfa, Cfp®, Cbda worked for?
David Batchelder, Cfa, Cfp®, Cbda has worked for Sentinel Group, Sentinel Benefits & Financial Group, University Of New Hampshire, Measured Wealth Private Client Group, Llc, and Mackensen & Company, Inc..
How can I contact David Batchelder, Cfa, Cfp®, Cbda?
You can use AeroLeads to view verified contact signals for David Batchelder, Cfa, Cfp®, Cbda at Sentinel Group, including work email, phone, and LinkedIn data when available.
What schools did David Batchelder, Cfa, Cfp®, Cbda attend?
David Batchelder, Cfa, Cfp®, Cbda holds Bs from Unh Peter T. Paul College Of Business And Economics.
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