David O'Day
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David O'Day Email & Phone Number

Associate Financial Advisor at Empirical Wealth Management
Location: Wilmington, North Carolina, United States 3 work roles 2 schools
1 work email found @liveoakbank.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@liveoakbank.com
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Current company
Empirical Wealth Management
Role
Associate Financial Advisor
Location
Wilmington, North Carolina, United States
Company size
107 employees

Who is David O'Day? Overview

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Quick answer

David O'Day is listed as Associate Financial Advisor at Empirical Wealth Management, a with 107 employees, based in Wilmington, North Carolina, United States. AeroLeads shows a work email signal at liveoakbank.com and a matched LinkedIn profile for David O'Day.

David O'Day previously worked as Associate Wealth Advisor at Sageview Advisory Group and AVP, Underwriter II at Live Oak Bank. David O'Day holds Bachelor Of Science In Business Administration, Finance from University Of North Carolina At Wilmington.

Company email context

Email format at Empirical Wealth Management

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*@liveoakbank.com
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AeroLeads found 1 current-domain work email signal for David O'Day. Compare company email patterns before reaching out.

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Profile bio

About David O'Day

Highly energized, disciplined, and performance-focused finance professional who possesses a strong comprehension of financial elements including the general principals of financial planning, personal and business financial analysis, credit worthiness, insurance products, retirement & tax planning strategies, and investment vehicles. My other demonstrated core competencies include:• Candidate for CFP® Certification• Active NASAA Series 65 License• Active NASAA Series 63 License

Listed skills include Sales, Business Development, Customer Service, Bilingual Communications, and 7 others.

Current workplace

David O'Day's current company

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Empirical Wealth Management
Empirical Wealth Management
Associate Financial Advisor
California, United States
Website
empirical.net
Employees
107
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3 roles

David O'Day work experience

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Avp, Underwriter Ii

Live Oak Bank

• Helped empower the ‘American Dream’ of 250+ Small Business Owners by having a strong understanding of the mergers and acquisitions (M&A) process and the commercial lending and SBA program rules and procedures.• Promoted from level I to level II based on underwriting expertise, consistency with high quality work, and being a key resource to other employees.• Managed multiple projects simultaneously while consistently meeting deadlines and exceeding client expectations.

Team & coworkers

Colleagues at Empirical Wealth Management

Other employees you can reach at empirical.net. View company contacts for 107 employees →

GW Genie Williams Genie Williams Colleague at Empirical Wealth ManagementFriday Harbor, Washington, United States View → EB Ethan Broga, Cfp®, Ms Ethan Broga, Cfp®, Ms Colleague at Empirical Wealth ManagementSeattle, Washington, United States View → JB Joyce Bloomquist, Cfp®, Cdfa® Joyce Bloomquist, Cfp®, Cdfa® Colleague at Empirical Wealth ManagementGreater Seattle Area, United States View → LF Lindsay Farnsworth Lindsay Farnsworth Colleague at Empirical Wealth ManagementSeattle, Washington, United States View → SB Scott Budgell Scott Budgell Colleague at Empirical Wealth ManagementChandler, Arizona, United States View → DR Dustin Rue, Cfp®, Cpwa® Dustin Rue, Cfp®, Cpwa® Colleague at Empirical Wealth ManagementPortland, Oregon, United States View → HK Hannah Kim Hannah Kim Colleague at Empirical Wealth ManagementGreater Seattle Area, United States View → EA Eric Arndt Eric Arndt Colleague at Empirical Wealth ManagementPortland, Oregon, United States View → BR Brian Reed, Cfp®, Ms Brian Reed, Cfp®, Ms Colleague at Empirical Wealth ManagementOrange County, California, United States View → HD Helena Dempsey Helena Dempsey Colleague at Empirical Wealth ManagementGreater Seattle Area, United States View →
2 education records

David O'Day education

Bachelor Of Science In Business Administration, Finance

University Of North Carolina At Wilmington

• Relevant Courses: Financial Markets and Institution, Principles of Investments, Intermediate Corporate Finance, Advanced Financial.

Certificate, North Carolina State University Cfp® Education Program

North Carolina State University

• Completed the CFP® Board’s education requirement through North Carolina State University CFP® Education Program to be able to sit.

FAQ

Frequently asked questions about David O'Day

Quick answers generated from the profile data available on this page.

What company does David O'Day work for?

David O'Day works for Empirical Wealth Management.

What is David O'Day's role at Empirical Wealth Management?

David O'Day is listed as Associate Financial Advisor at Empirical Wealth Management.

What is David O'Day's email address?

AeroLeads has found 1 work email signal at @liveoakbank.com for David O'Day at Empirical Wealth Management.

Where is David O'Day based?

David O'Day is based in Wilmington, North Carolina, United States while working with Empirical Wealth Management.

What companies has David O'Day worked for?

David O'Day has worked for Empirical Wealth Management, Sageview Advisory Group, and Live Oak Bank.

Who are David O'Day's colleagues at Empirical Wealth Management?

David O'Day's colleagues at Empirical Wealth Management include Genie Williams, Ethan Broga, Cfp®, Ms, Joyce Bloomquist, Cfp®, Cdfa®, Lindsay Farnsworth, and Scott Budgell.

How can I contact David O'Day?

You can use AeroLeads to view verified contact signals for David O'Day at Empirical Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did David O'Day attend?

David O'Day holds Bachelor Of Science In Business Administration, Finance from University Of North Carolina At Wilmington.

What skills is David O'Day known for?

David O'Day is listed with skills including Sales, Business Development, Customer Service, Bilingual Communications, Time Management, Retail, Teamwork, and Team Leadership.

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