David Khouri, Cfp®, Crpc®, Adpa® Email & Phone Number

Lexington, Ma, Us

Westlake, Texas, Us

Westlake, Texas, Us

Westlake, Texas, Us

Westlake, Texas, Us

Westlake, Texas, Us

Philadelphia, Pa, Us

I am a financial representative with McAdam Financial, an independent advisory firm located in Downtown Boston, MA. I am part of a team here at McAdam who go beyond the traditional focus on your personal and financial life. We also consider an additional, more important driver of your financial picture - your profession. We focus much of our practice on pre- and post-retirement needs, education funding, and customized tax reduction and investment strategies. Other services we provide include examining present situations, employer benefits analysis, insurance needs analysis, and repositioning old accounts.

Lexington, Ma, Us

Scheduled prospect meetings which led to new advisor client relationshipsUtilized Salesforce to manage client data information and prospect leadsResearched economic data to prepare a quarterly report letter to be sent to clientsDesigned a brochure for new clients and prospects that highlighted the benefits of offered at Wingate

Since 1948 Antoon J Khouri's Oriental Rugs have been providing the highest quality rugs and offered outstanding services for all your Oriental rug needs. I assisted in recommendation and installation of high end luxury items.

Quincy, Ma, Us

At Granite I participated in weekly company and team meetings to strategize on company productivity. Meeting like this helped the company reach its goals. To help reach these goals I organized and prepared customer profile information in various databases to improve the billing teams efficiency. When clients request a change in services their information needs to be adjusted for the billing team. I updated client service agreements and billing fees to eliminate errors and improve customer relations

Lexington, Ma, Us

In order to aid the marketing department I researched spending and saving behavior of Generation X,Y and Millennial to provide Marketing Director with summarized report. This was done to reach out to different generations appropriately. Outside of marketing, I was able to observe investment committee meetings and strategies used to develop portfolios and risk tolerance. During these meetings investment strategies and current events were discussed.I also analyzed client portfolios using Morningstar Principia program to ensure allocations were line with Investment Policy Statement. Each client has different risk acceptance levels and programs like Morningstar help ensure a clients portfolio matches their risk acceptance level.

When a company develops a new tablet or smartphone it is important to test the software in the device. I tested applications on these newly developed hardware devices to diagnose compatibility. After testing an application I made an evaluation and provided feedback on how applications operated on new hardware. I also offered insightful feedback to expedite testing procedures.

Extended Day is an after school/ summer program dedicated to building each child's self esteem and to helping each child gain the social skills necessary for developing positive peer relationships and a positive self image. I was responsible for watching and caring over children of all ages. During this time I was extremely successful in developing a trusting and comfortable environment. I also had to deal with difficult situations such as injuries and upset children which required a delicacy and problem solving skills..

In order to educate the public about Lyme Disease, the town of Millis, MA wanted to develop a informational packet available to the public. I performed and collected extensive research on Lyme disease. This included mapping out documented cases of Lyme disease in the town over the past 5 years to show progression of the illness. I was also responsible for the creation of the public friendly packet for citizens of the town to use and learn more about the danger of Lyme disease.

Bachelor Of Business Administration (B.B.A), Financial Analyst/ Alternative Investments

Bachelor Of Arts (B.A.), Economics

Education record