David Khouri, Cfp®, Crpc®, Adpa® Email and Phone Number
David Khouri, Cfp®, Crpc®, Adpa® work email
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David Khouri, Cfp®, Crpc®, Adpa® personal email
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I am a conscientious team player with a sense of urgency and a sense of humor. I thrive in a fast paced environment, but I am not afraid of long hours to get the job done right. I am self-motivated and capable of working with minimal supervision. My time in the tech industry has made me comfortable with technology, and taught me to learn new concepts quickly. Multi-tasking has always been easy for me, and I remain calm under stressful conditions.I graduated with a dual degree in Finance and Economics from the Isenberg School of Management at the University of Massachusetts Amherst. Having held multiple positions in the finance industry I already have my foot in the door and am ready to apply what I have learned. Having worked with high end clients as a sales representative, and clients in need of financial service I have gained experience and have been successful building trusting relationships.Since I was legally able to work I have had a job. My goal is to help people accomplish their goals by becoming a financial advisor and building them personal portfolios. I am a smart hard worker that gets the job done right. I am looking to bring my work ethic and positive attitude to a position where I can complete tasks and gain experience.
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Financial AdvisorWingate Wealth Advisors, Inc. Jan 2024 - PresentLexington, Ma, Us
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Associate Wealth AdvisorCharles Schwab Nov 2021 - Dec 2023Westlake, Texas, Us -
Retirement Plan Team Lead ManagerCharles Schwab Aug 2020 - Nov 2021Westlake, Texas, Us
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Retirement Plan Sr SpecialistCharles Schwab Mar 2020 - Aug 2020Westlake, Texas, Us
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Retirement Plan SpecialistCharles Schwab Mar 2019 - Mar 2020Westlake, Texas, Us
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Retirement Plan AssociateCharles Schwab Nov 2017 - Mar 2019Westlake, Texas, Us
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Financial AdviserMcadam Financial May 2016 - Oct 2017Philadelphia, Pa, UsI 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. -
Customer Relations AssociateWingate Wealth Advisors, Inc. Jun 2015 - Aug 2015Lexington, Ma, UsScheduled 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
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Sales AssociateAntoon J Khouri'S Oriental Rugs May 2007 - Aug 2015Since 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.
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Finance InternGranite Telecommunications Jun 2014 - Aug 2014Quincy, Ma, UsAt 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 -
InternWingate Wealth Advisors Jun 2013 - Aug 2013Lexington, Ma, UsIn 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.
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TesterOpenmobile World Wide Inc. Jan 2013 - May 2013When 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.
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AssociateHolliston Extended Day Jun 2007 - Aug 2011Extended 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..
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InternTown Of Millis Jan 2011 - Mar 2011In 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.
David Khouri, Cfp®, Crpc®, Adpa® Skills
David Khouri, Cfp®, Crpc®, Adpa® Education Details
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Isenberg School Of Management, Umass AmherstFinancial Analyst/ Alternative Investments -
University Of Massachusetts AmherstEconomics
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Holliston High School
Frequently Asked Questions about David Khouri, Cfp®, Crpc®, Adpa®
What company does David Khouri, Cfp®, Crpc®, Adpa® work for?
David Khouri, Cfp®, Crpc®, Adpa® works for Wingate Wealth Advisors, Inc.
What is David Khouri, Cfp®, Crpc®, Adpa®'s role at the current company?
David Khouri, Cfp®, Crpc®, Adpa®'s current role is Financial Advisor.
What is David Khouri, Cfp®, Crpc®, Adpa®'s email address?
David Khouri, Cfp®, Crpc®, Adpa®'s email address is ge****@****aol.com
What schools did David Khouri, Cfp®, Crpc®, Adpa® attend?
David Khouri, Cfp®, Crpc®, Adpa® attended Isenberg School Of Management, Umass Amherst, University Of Massachusetts Amherst, Holliston High School.
What are some of David Khouri, Cfp®, Crpc®, Adpa®'s interests?
David Khouri, Cfp®, Crpc®, Adpa® has interest in Children, Economic Empowerment, Civil Rights And Social Action, Environment, Science And Technology, Animal Welfare.
What skills is David Khouri, Cfp®, Crpc®, Adpa® known for?
David Khouri, Cfp®, Crpc®, Adpa® has skills like Microsoft Office, Management, Project Management, Android, Supervisor, Mobile Communications, Microsoft Excel, Social Networking, Marketing, Mobile Devices, Finance, Process Improvement.
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